rick_v Posted August 30, 2010 Share Posted August 30, 2010 I thought this would be a good thread that can be updated over time. Why not make a list of all available known Value Investors and their known AUM if it's available. It would be an interesting exercise to ascertain what percentage of large AUM is managed according to the principles of Graham & Dodd. Here are the ones I can think of: 1) Warren Buffet - Berkshire Hathaway - $200B Market Cap 2) Bruce Berkowitz - Fairholme Fund - $15B AUM 3) Seth Klarman - Baupost Group - ?? AUM 4) Joel Greenblatt - 5) Michael Burry - 6) Prem Watsa - Fairfax Financial 7) Mohnish Pabrai 8) Sardar Biglari 9) David Einhorn? 10) Bill Ackman?? 11) David Gottesman 12) J.P Guerin 13) Bill Ruane 14) Whitney Tilson ?? 15) Eddie Lampert - Sears Holding/ESL 16) Li Lu - LL Partners/Himalaya 17) Zhao Danyang - Pure Heart Fund 18) David Tepper? 19) Irving Kahn 20) Charles Brandes 21) Michael F. Price 22) Martin J. Whitman 23) Christopher Browne - Tweedy Browne 24) Charlie Munger! Lets keep the numbering going it will serve as a good point in the end :) Also if you can fill in the AUM's that would be wonderful. These are the ones I came up with just now. Lets be super selective and not put guys like Daniel Loeb who will say they are Value Investors at times but really are a different breed of investor. I think we should also place their age! Link to comment Share on other sites More sharing options...
elltel Posted August 30, 2010 Share Posted August 30, 2010 What's the bet that Buffett's AUM is larger then the rest! Link to comment Share on other sites More sharing options...
zippy1 Posted August 30, 2010 Share Posted August 30, 2010 How about: Chou funds -- Francis Chou Wintergreen fund --- David Winters Oakmark funds -- Bill Nygren et al. Longleaf funds --- Mason Hawkins et. al Link to comment Share on other sites More sharing options...
zippy1 Posted August 30, 2010 Share Posted August 30, 2010 I also forgot to mention the people at First Pacific funds. Link to comment Share on other sites More sharing options...
Uccmal Posted August 30, 2010 Share Posted August 30, 2010 Irwin Michael - ABC funds - maybe 1 Billion Cdn Including Buffett is going to skew your stats a little.... Link to comment Share on other sites More sharing options...
beerbaron Posted August 30, 2010 Share Posted August 30, 2010 Klarman has about 20B in AUM. BeerBaron Link to comment Share on other sites More sharing options...
Guest Bronco Posted August 30, 2010 Share Posted August 30, 2010 I think it should be noted that there is a difference between value investing and Buffett (and others). Mutual fund managers that are value investors may be a little more handicapped that some others. For example, Buffett can buy a whole company and extract all the cash. Bill Miller can't do this. My point is keep in mind the guys that are passive vs. guys that are active. Seems like Berkowitz can fall into the active camp with his REIT deal. Link to comment Share on other sites More sharing options...
zippy1 Posted August 30, 2010 Share Posted August 30, 2010 Andrew Weiss of Weiss management The people at Chieftain.. Link to comment Share on other sites More sharing options...
Guest Posted August 31, 2010 Share Posted August 31, 2010 was einhorn part of the hedge fund managers who was shorting FFH a few years back? Link to comment Share on other sites More sharing options...
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