No. of Recommendations: 6
Though not the superinvestors of Graham & Doddsville, today's VisualCapitalist graphic compares current portfolios & Q1 perf of 5 "Superinvestors" including Jim Simons.
I have recently read "The Man Who Solved The Market", the untold story of Jim Simons & Renaissance Technologies, a long detailed history that ,as a reviewer commented, gave no hint of The Secret Sauce or Parting Of The Kimono.
I liked this quote By Robert Mercer, early partner in Renaissance Technologies,
'We're right 50.75% percent of the time...but we're 100% right 50.75% of the time. You can make billions like that.' - Robert Mercer, one of the key figures and former co-CEO of Renaissance Technologies
interesting that this graphic shows Renaissance holding over 3,900 positions & the largest at 2%.
visualcapitalist.com - What are top investment managers holding portfoliosciao
