Sir Chris Hohn

[Marco Van Basten]

 

[Cod Liver Oil]

Hey @Marco Van Basten Chris Hohn seems cool. Is his charity excellent?

https://ciff.org/
 

Maybe @Parsad knows it by reputation?

[Eldad]

His portfolio is a beautiful, simple, collection of monopolies. 

[Spooky]

17 minutes ago, Eldad said:

His portfolio is a beautiful, simple, collection of monopolies. 

 

This is the kind of portfolio I love to see! Not too many names and all great businesses. Just wish there was less quarterly activity haha.

Edited June 5, 2025 by Spooky

[yesman182]

Interesting listening to him say no retailer, insurance company or manufacturer has a moat. 

[Marco Van Basten]

2 minutes ago, yesman182 said:

Interesting listening to him say no retailer, insurance company or manufacturer has a moat. 

I would disagree.  Clearly Costco, Chipotle, HD, MCD did insanely well for decades under different management teams.  Manufacturers again can have a moat, hell he is invested in two - GE/Safran.  

[Eldad]

8 minutes ago, Marco Van Basten said:

I would disagree.  Clearly Costco, Chipotle, HD, MCD did insanely well for decades under different management teams.  Manufacturers again can have a moat, hell he is invested in two - GE/Safran.  

Yeah. He has a very high standard on what a moat is looking at his stocks. 

[Xerxes]

https://podcasts.apple.com/ca/podcast/money-maze-podcast/id1504477769?i=1000736549312
 

[Spekulatius]

On 11/13/2025 at 4:06 PM, Xerxes said:

https://podcasts.apple.com/ca/podcast/money-maze-podcast/id1504477769?i=1000736549312
 

This is available in YouTube for those that prefer visuals and it’s a great interview. Highly recommend to watch.

[fareastwarriors]

FT: How Chris Hohn built the world’s most profitable hedge fund

[Michael Campbell]

Was just coming here to post/link the same article. Great piece.

[Marco Van Basten]

25 minutes ago, fareastwarriors said:

FT: How Chris Hohn built the world’s most profitable hedge fund

Thank you for posting.  Does anyone know what series of interviews the article is referring to?  Thank you.

[Michael Campbell]

Uh, just the series of interviews that the FT writer had with Hohn as part of his writing of the profile. Lengthy profiles such as this aren’t usually based on a single interview.

[Marco Van Basten]

55 minutes ago, Michael Campbell said:

Uh, just the series of interviews that the FT writer had with Hohn as part of his writing of the profile. Lengthy profiles such as this aren’t usually based on a single interview.

Thank you.  

[hasilp89]

It seems like he had a traditional carry structure which helped him make all his money and after that he switched to a charitable model. But unclear exactly how he runs it now. Is he the GP (charitable) and all performance fees accrue to that? Seems like a nice tax advantaged way to compound. 

Edited May 22 by hasilp89

[Marco Van Basten]

1 hour ago, hasilp89 said:

It seems like he had a traditional carry structure which helped him make all his money and after that he switched to a charitable model. But unclear exactly how he runs it now. Is he the GP (charitable) and all performance fees accrue to that? Seems like a nice tax advantaged way to compound. 

I found it interesting that his first wife was averse to money even though they met at Harvard Business School...  Seems the first Mrs Hohn was quite a hypocrite, unless she confused HBS with a theological seminary...