WorldBeta

15 Value Hedge Funds - Portfolio Update

valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

User 164258 - you are correct and the glitch is fixed on my blog. . .

Warren Buffett - Portfolio Holdings

Seeking Alpha chopped up my post - you can view the full post on my blog which is more fluent.

Leading Hedge Funds' Best Ideas for 2008

Astute observation PAD. It sure seems like the value hedge funds are finding more "value" in growth stocks right now. . .I examined that property last May here:

tinyurl.com/37wufg

So You Want To Invest Like Buffett? Here's An Easy Trick

Yep, re-weighted every Q. . .We tested the Top 10 holdings - results were near identical but with less vol which is a bit counter intuitive. . .

Tough to get data pre-2000 for lots of the funds. . .lemme know if you can find it!

A Hedge Fund Clone Portfolio For 2007

I picked the top 15 funds I considered to be the "best". You can find the full list here:

hedgefundclone.blogspo...

I included:

Baupost
Berkshire (obviously not a hedge fund)
Blue Ridge
Eminence
Greenlight
Maverick
Tiger
Private
Okumus
Gotham
Glenview
Glenhill
Alson
Pabrai
Perry
Lone Pine