We are pleased to be back with another Superinvestor Issue, surveying the top ideas of some of the most successful investors in the business. Starting with this report, we are more than doubling our coverage of superinvestor buys and sells. Inside, you’ll find us analyzing the portfolios of 50+ investment managers. New additions include John Griffin’s Blue Ridge, Boone Pickens’s BP Capital, Boykin Curry’s Eagle Capital, Bob Rodriguez’s First Pacific Advisors, Larry Robbins’s Glenview, Phil Falcone’s Harbinger, and Lee Ainsle’s Maverick, to name a few. For each of the 50+ investment firms, we show not only their latest top holdings by quoted value but also based on our proprietary Signal Rank™ methodology. The latter aims to answer the question, What are this investor’s best ideas right now?

Portfolio Manager's Review sets a new standard in idea generation for serious investors — It is the next best thing to having a direct view into the idea generation work of "super investors" such as Warren Buffett, Seth Klarman or Glenn Greenberg. As Glenn points out, "We do similar work ourselves."

What is the work we do? Each month, the Manual of Ideas research team combs through equity markets utilizing our proprietary idea funnel and brings you a review of 20-25 pre-qualified investment opportunities. In addition, we apply a proprietary, quasi-quantitative scoring methodology to zero in on the 3-5 most compelling investments each month. The resulting Top Ideas are a must-read list of timely, alpha-packed stocks.

Portfolio Manager's Review - The Superinvestor Issue PDF

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