Below is a spreadsheet that highlights changes to Robert Karr's Joho Capital portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
Karr is one of the most successful among the “tiger cubs” (protégés
of Julian Robertson & his legendary Tiger Fund). Although Karr’s main
expertise is in Asian equities, ~30% of the assets are typically in US listed
13F securities. To know more about Robert Karr and "tiger cubs",
check out the book Julian
Robertson: A Tiger in the Land of Bulls and Bears.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
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