Blue Ridge Capital - Portfolio Holdings [View article]
It's not rocket science to present a portfolio that contains Google and Apple when these two companies provide 85% of the growth making fund managers appear market-savvy. It doesn't require that your manager works out of a luxurious office in a Manhattan skyscraper either. That YOUR money pays for. The technique is plain vanilla deception no matter how you spin it.
Blue Ridge Capital - Portfolio Holdings [View article]