Seems to be the most concentrated SM hedge fund I have ever seen considering $2.2bn AUM per IP, which there seem to be only 2 of per LinkedIn, with one 1 of 2 being the founder. They own 9 stocks, mostly value: FICO, SPGI, MCO, V, INTU, ASML, Equifax (EFX), & MSCI.
Anyone know how they've performed? Other relevant info?
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None of those stocks are traditional value. FICO is 50x EPS, the others are 25-40x
They are all good business/compounder. The stocks have significantly outperformed over the years so assume the fund has too
I don't understand what you seek to gain from posts like these? Their holdings have been public and they are long-only. You can look back and see that they have obviously outperformed. You can obviously tell that their strategy is to buy and hold quality. You will never get hired there. I don't know what more you're looking for or why you're asking.
https://www.barrons.com/articles/valley-forge-capital-management-asml-i…
Yes, chances are next to zero that I work there. However, I looked into them a bit and did read the Barron's article before my post, and was interested to see if anybody could provide any input that is not available online. I think these posts familiarizing people with firms they haven't heard of are infinitely better than the "which college" or "struck out what to do" that you see every day on this website.
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