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Comments (5)

Thanks John. Do you know their historical performance?
John Vincent profile picture
@t0587kn , Thank you for your question. They do not publish the performance information. Tipranks provides an estimate which is based on what is publicly available through their regulatory filings: www.tipranks.com/...

All the best,
And again today: 42% in 3 stocks, scares the beJesus out of me. Thank you John.
John Vincent profile picture
@G. Blair Bauer , Thank you for your comment. There are a few hedge funds with heavily concentrated investments - the philosophy is that if we you have done the work, you can have very high conviction. BTW, Berkowitz's is an extreme example - have had just one position well above 50% of the entire portfolio a few times just like the current position in JOE.

All the best,
cdgingrich profile picture
Thanks very much, John
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