GuruFocus.com is a web site devoted to the principles of ‘value investing’. They follow the trades of legendary money managers and keep track of their results over 6-months, 12- months and longer term periods.
If you haven’t been having a great time in the market since last spring you may take some consolation by seeing how many ‘fund managers of the year’ and other top-notch investors have been faring over the recent past. Even Warren Buffett is now in negative territory for both the 6 and 12-month periods just ended.
I wouldn’t bet against any of these guys rebounding in a big way once the market picks up in the future. Just having made this list indicates many years of great performance in the past.
All data is as of June 27, 2008:
Manager…………………. 6-months ……………….. 12-months
Marty Whitman ……….. ( – 43.38% ) ………………( – 34.61% )
Mohnish Pabrai ………… (- 41.20% ) ………………( – 36.88% )
Bill Miller ……………… ( – 37.05% ) ……………… ( – 40.90% )
Joel Greenblatt ………… ( – 37.00% ) ……………… ( – 37.00% )
Eddie Lampert ………… ( – 28.95% ) ……………… ( -33.94% )
Robert Bruce ………….. ( – 25.00% ) ………………. ( – 19.16% )
Bruce Sherman ………… ( – 24.68% ) ……………… ( – 30.55% )
Charles Brandes ……….. ( – 24.58% ) ……………… ( – 29.51% )
Robert Rodriguez ……… ( – 22.20% ) ……………… ( – 17.75% )
Mark Hillman ………….. ( – 21.53% ) ……………… ( – 25.40% )
Carl Icahn ……………… ( -21.00% ) ………………. ( – 3.98%)
Edward Owens ………… ( -20.94% ) ………………. ( – 16.74%)
Irving Kahn ……………. ( – 20.75% ) ………………. ( – 24.68% )
Brian Rodgers …………. ( -20.48% ) ……………….. ( – 24.68% )
Arnold Schneider ……… ( -20.39% ) ……………….. ( – 27.25% )
Bill Ackman …………… ( – 19.38% ) ………………. ( – 23.06% )
Chris Davis ……………. ( – 19.17% ) ………………. ( – 19.75%)
Bill Nygren ……………. ( – 17.80% ) ………………. ( – 27.96% )
Richard Snow …………. ( – 17.68% ) ………………. ( – 19.77% )
Hotchkis & Wiley …….. ( – 17.28% ) ………………. ( – 25.02% )
Richard Pzena ………… ( – 16.27% ) ………………. ( – 25.22% )
David Dreman ………… ( – 15.82% ) ……………… ( – 11.87% )
Tweedy Browne ………. ( -14.73% ) ………………. ( – 17.23% )
Arnold Van Den Berg … ( – 14.67% ) ……………… ( – 22.32% )
Robert Olstein ………… ( – 14.46% ) ……………… ( – 21.05% )
Wally Weitz …………… ( – 14.31% ) ……………… ( – 23.00% )
Third Ave. Mgt. ………. ( – 13.84% ) ………………. ( – 11.83% )
John Rodgers …………. ( – 13.57% ) ………………. ( – 21.47% )
Mason Hawkins ………. ( – 13.51% ) ……………… ( – 20.88% )
Dodge and Cox ……….. ( – 13.17% ) ……………… ( – 15.01% )
Bruce Berkowitz ……… ( – 12.26% ) ……………… ( – 3.68% )
David Swensen ……….. ( – 12.19% ) ……………… ( – 12.23% )
Ron Baron …………….. ( – 11.70% ) ……………… ( – 12.80% )
Ian Cumming ………….. ( – 11.05% ) ……………… ( – 11.68% )
David Tepper ………….. ( – 10.68% ) ……………… ( – 14.87% )
Jean-Marie Eveillard ….. ( – 10.62% ) …………….… ( – 7.23% )
NWQ Managers ………. ( – 10.46% ) ………………. ( – 13.39% )
Ron Muhlenkamp …….. ( – 9.58% ) ………………… ( – 13.39%)
Glenn Greenberg ……… ( – 9.45% ) ………………… ( – 15.22% )
Michael Price …………. ( – 9.26% ) ………………… ( – 13.87% )
Tom Gayner ………….. ( – 9.19% ) …………………. ( – 17.50% )
Richard Aster ………… ( – 6.73% ) …………………. ( – 5.00% )
George Soros …………. ( – 6.56% ) ………………… ( – 9.43% )
Ruanne Cunniff ………. ( – 6.40% ) ………………… ( – 10.61% )
David Einhorn ………… ( – 5.91% ) ………………… + 3.18%
Chuck Akre …………… ( – 4.00% ) ………………… ( – 11.08% )
Warren Buffett ……….. ( – 4.00% ) …………………. ( – 3.60% )
