The Keating Letter

I'm a hedge fund manager with 15 years of investing experience. I take a value-oriented approach with a heavy interest on special situations and arbitrage opportunities. I prefer a focused portfolio and typically hold between 15 and 25 positions.

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Excellent article on Lou Simpson. Check out the part about holding 60% of Geico's portfolio in 3 stocks in 80's! http://tinyurl.com/677qwcm Jan 21, 2011