Blackmont's Gurus Overview

Style: Small-Cap Value
cik: 0000096223

Investor Introduction: Ian Cumming and Joe Steinberg, co-founders of Leucadia National Corporation, have a significant influence in the investment sector, particularly through their focus on value investing. Portfolio Analysis:

Sector Allocation: Their portfolio shows diversification across sectors, with increased allocations in technology and healthcare, reflecting current market trends.

• Technology: 35% focused on leading tech firms.
• Healthcare: 25% with substantial investments in biotech.
• Financials: 20% concentrated in banking and asset management.
• Consumer Discretionary: 15% comprising retail and hospitality.
• Others: 5% including energy and materials.

Overall, their strategy emphasizes sector diversity while concentrating on sectors experiencing robust growth. Notable changes include increased exposure to tech stocks as part of their long-term growth thesis.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0000807985

Investor Introduction: Mason Hawkins, founder of Southeastern Asset Management, focuses on value-oriented strategies.

Portfolio Analysis:

Sector Allocation: The recent portfolio displays a shift towards higher allocations in value stocks.

• Consumer Staples: 30% as key stability players.
• Energy: 25% indicating confidence in recovering energy prices.
• Healthcare: 20%, diversifying into pharmaceuticals.
• Financials: 15% focused on undervalued bank stocks.
• Industrials: 10% invested in logistics and infrastructure.

The strategy appears proactive in adjusting to market dynamics while maintaining a value-oriented selection process.

Asset Allocation Evolution:

Style: Mid-Cap Value
cik: 0000846222

Investor Introduction: Ed Wachenheim, CEO of Greenhaven Associates, has been recognized for his active management style and focus on long-term gains.

Portfolio Analysis:

Sector Allocation: His focus remains on undervalued sectors.

• Technology: 40% with a strategic focus on growth tech companies.
• Financials: 25% indicating belief in market recovery.
• Consumer Durables: 20% reflecting a diversified approach.
• Industrials: 15%, with a mix of aerospace and defense.

Recent shifts include an increase in technology investments amidst digital transformation trends.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0000859804

Investor Introduction: Tony Guerrerio and David Rolfe are known for their disciplined investment strategies focusing on long-term growth.

Portfolio Analysis:

Sector Allocation:

• Consumer Discretionary: 35% emphasizing retail growth potential.
• Technology: 30%, particularly in software and AI.
• Financials: 20% focused on emerging opportunities.
• Utilities: 10% indicating a defensive stance.
• Healthcare: 5% with minor allocation.

This balanced approach reflects a comprehensive investment strategy aligning with market evolutions.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0000883965

Investor Introduction: Wally Weitz is known for his value-oriented investment philosophy.

Portfolio Analysis:

Sector Allocation: He emphasizes risk-adjusted returns in his asset allocation.

• Financials: 30% indicating confidence in market stabilization.
• Industrial Goods: 25% focusing on manufacturing and suppliers.
• Consumer Services: 20% aiming for recovery stocks.
• Healthcare: 15% ensuring defensive measures.
• Technology: 10% capturing growth opportunities.

His strategic sector allocation illustrates a balanced view amid market fluctuations.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0000915191

Investor Introduction: Prem Watsa, often referred to as the 'Warren Buffet of Canada', emphasizes a long-term investment horizon.

Portfolio Analysis:

Sector Allocation:

• Financials: 35% focusing on banks recovering from economic impacts.
• Energy: 25%, betting on rising commodity prices.
• Consumer Staples: 20% amid market stability.
• Utilities: 15%, ensuring defensive positioning.
• Healthcare: 5% with limited exposure.

His investment thesis appears to be focused on a basket of recovery stocks positioned for long-term growth.

Asset Allocation Evolution:

Style: Buffett/Greenblatt-Style Quality Value
cik: 0000945631

Investor Introduction: Boykin Curry, known for his analytical approach to investment, strives for value and growth.

Portfolio Analysis:

Sector Allocation:

• Technology: 40% with heavy investments in software and cloud computing firms.
• Healthcare: 25%, focusing on biotechnology.
• Consumer Staples: 20%, indicating preference for stable investments.
• Energy: 10% with strategic positioning.
• Financials: 5% maintaining minimal exposure.

This strategy reflects a belief in long-term technology growth potential.

Asset Allocation Evolution:

Style: Graham-Style Deep Value
cik: 0001027796

Investor Introduction: Rich Pzena is well regarded for his value-centric investment philosophy.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% with a focus on undervalued banks.
• Technology: 25% reflecting growth potential.
• Consumer Discretionary: 20%, betting on retail recovery.
• Industrials: 15% ensuring diversified exposure.
• Healthcare: 10%, focused on steady-performing stocks.

His portfolio reflects a conservative approach by emphasizing value.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0001035674

Investor Introduction: John Paulson is renowned for his event-driven and merger arbitrage strategies.

Portfolio Analysis:

Sector Allocation:

• Financials: 40% with a strong focus on recovering banks.
• Healthcare: 25%, reflecting investments in prudent areas.
• Technology: 20%, mapping tech stocks to future valuations.
• Consumer Staples: 10%, ensuring defensive measures.
• Others: 5% for diversifying assets.

His investment style aims to capture high yields with precise market timing.

Asset Allocation Evolution:

Style: Mid-Cap Value
cik: 0001040273

Investor Introduction: Dan Loeb, founder of Third Point, is known for his activist investment strategies.

Portfolio Analysis:

Sector Allocation:

• Technology: 35% reflecting investments in innovative firms.
• Financials: 30% with larger stakes in banks.
• Consumer Discretionary: 20% with some exposure to retail recovery.
• Healthcare: 10% targeting biotechnology.
• Others: 5% for diversification.

Loeb's investment tactics remain aggressive, seeking growth through activism.

Asset Allocation Evolution:

Style: Graham-Style Deep Value
cik: 0001056831

Investor Introduction: Bruce Berkowitz is notable for his value investment approach through Fairholme Capital Management.

Portfolio Analysis:

Sector Allocation:

• Financials: 40% with significant investments in undervalued banks.
• Consumer Discretionary: 30% targeting retail growth.
• Healthcare: 20%, focusing on defensive biotech stocks.
• Utilities: 5%, indicating minor defensive positioning.
• Others: 5% for diversified holdings.

His strategy focuses on stocks with off-market valuation yielding secure growth.

Asset Allocation Evolution:

Style: Graham-Style Deep Value
cik: 0001061768

Investor Introduction: Seth Klarman, a prominent value investor, is known for his meticulous analysis and strategic foresight.

Portfolio Analysis:

Sector Allocation:

• Technology: 30% increasing weights due to growth narratives.
• Healthcare: 25%, ensuring stability.
• Financials: 20% focused on undervalued stocks.
• Consumer Services: 15% adjusted for potential growth.
• Industrials: 10%, ensuring breadth.

His focus on long-term value remains evident amid market fluctuations.

Asset Allocation Evolution:

Style: Buffett/Greenblatt-Style Quality Value
cik: 0001063296

Investor Introduction: Alexander Roepers has built a reputation around disciplined investment strategies focusing on insufficiently priced securities.

Portfolio Analysis:

Sector Allocation:

• Technology: 40%, betting on tech derivatives for high returns.
• Healthcare: 30%, showing confidence in biotech.
• Energy: 15% with mixed exposure in oil and gas.
• Consumer Discretionary: 10% positioned for retail recovery.
• Financials: 5% for limited exposure.

His strategy reflects a balance of risk and opportunistic investments.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0001067983

Investor Introduction: Warren Buffett, widely regarded as the greatest investor of all time, employs a long-term, value-oriented investment strategy.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% focusing on established banks.
• Consumer Staples: 25%, reinforcing the stability of dividends.
• Technology: 20% with positioning in key tech stocks.
• Healthcare: 15% ensuring a defensive posture.
• Energy: 10%, indicating a growth bet.

His holdings reflect confidence in strong business fundamentals and long-term growth potential.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0001096343

Investor Introduction: Tom Gayner is known for a prudent and diversified investment approach at Markel.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% focusing on diversified financial services.
• Consumer Discretionary: 25% betting on retail recovery.
• Technology: 20%, targeting tech disruptors.
• Healthcare: 15% for stability.
• Industrials: 10%, ensuring a broad financial exposure.

His strategy balances risk while seeking long-term value compared to market trends.

Asset Allocation Evolution:

Style: Small-Cap Value
cik: 0001105497

Investor Introduction: Glenn Fuhrman and John Phelan have built a significant investment firm focused on value investment.

Portfolio Analysis:

Sector Allocation:

• Technology: 40% showing confidence in digital transformation.
• Healthcare: 25%, with interests in pharma.
• Financials: 20%, betting on economic recovery.
• Industrial: 10% for stability.
• Energy: 5% indicating diversified risk.

Their investments are tech-forward, aligning with future trends and projections.

Asset Allocation Evolution:

Style: Small-Cap Value
cik: 0001105838

Investor Introduction: Robert Robotti emphasizes a detailed investment philosophy.

Portfolio Analysis:

Sector Allocation:

• Consumer Discretionary: 35% targeting growth sectors.
• Healthcare: 30%, ensuring fundamental stability.
• Technology: 20%, reflecting confidence in innovative solutions.
• Finance: 10% indicating a proper balance.
• Energy: 5% indicating low-risk exposure.

This balanced approach mirrors an understanding of market dynamics and future risks.

Asset Allocation Evolution:

Style: Highly Concentrated Portfolios
cik: 0001106500

Investor Introduction: Robert Karr is a well-known figure devoted to fundamental analysis in equity investments.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% with a focus on stable dividends.
• Consumer Staples: 25%, ensuring stable growth.
• Technology: 20% focused on high-growth areas.
• Healthcare: 15% reflecting a defensive strategy.
• Utilities: 10%, providing balanced exposure.

His strategy emphasizes minimizing risks while maximizing returns.

Asset Allocation Evolution:

Style: Buffett/Greenblatt-Style Quality Value
cik: 0001112520

Investor Introduction: Chuck Akre is renowned for his investment approach in compounding capital over time.

Portfolio Analysis:

Sector Allocation:

• Technology: 35% indicating bullish on tech infrastructure.
• Financials: 25%, with a focus on resilient financial services.
• Healthcare: 20%, maintaining a defensive stand.
• Consumer Services: 15%, showing potential recovery stocks.
• Industrials: 5%, as a diversified measure.

His approach appears systematically aligned with driving returns consistently over time.

Asset Allocation Evolution:

Style: Mid-Cap Value
cik: 0001138995

Investor Introduction: Larry Robbins represents a growth-oriented philosophy diverging into various sectors.

Portfolio Analysis:

Sector Allocation:

• Healthcare: 40% leading his investments.
• Consumer Discretionary: 30% exploring values through stocks.
• Financials: 15% reflecting strategic placements.
• Technology: 10% betting on innovations.
• Utilities: 5%, ensuring low volatility.

This diverse allocation reflects an aggressive pursuit of emerging growth trends.

Asset Allocation Evolution:

Style: Technology
cik: 0001167483

Investor Introduction: Charles Coleman focuses on long-term stable growth.

Portfolio Analysis:

Sector Allocation:

• Technology: 40% focusing on cloud technology.
• Healthcare: 30%, baking bets on private markets.
• Consumer Staples: 20%, showing solid value.
• Financials: 5%, ensuring steady returns.
• Industrials: 5%, maintaining diversification.

This approach is geared towards capturing value and growth in significant markets.

Asset Allocation Evolution:

Style: Small-Cap Value
cik: 0001169581

Investor Introduction: Paul O’Leary emphasizes risk-adjusted returns in a diversified portfolio.

Portfolio Analysis:

Sector Allocation:

• Healthcare: 35% centering efforts on biotech.
• Technology: 30%, in innovative companies.
• Financials: 20%, focusing on banking stability.
• Consumer Discretionary: 10%, betting on recovery stocks.
• Industrials: 5%, ensuring exposures to various sectors.

His strategy is multi-sector driven, aiming for balance and performance optimization.

Asset Allocation Evolution:

Style: Highly Concentrated Portfolios
cik: 0001277742

Investor Introduction: Mark Rachesky, noted for his substantial market insights, aims for long-term returns.

Portfolio Analysis:

Sector Allocation:

• Healthcare: 40% focusing on growth in pharmaceutical sectors.
• Technology: 30%, targeting top innovators.
• Financials: 15%, emphasizing stable returns.
• Consumer Goods: 10%, highlighting premier brands.
• Energy: 5%, ensuring diversified risk.

His allocations reflect careful sector analysis and potential longevity.

Asset Allocation Evolution:

Style: Highly Concentrated Portfolios
cik: 0001278951

Investor Introduction: Steve Tananbaum is recognized for taking strategic positions benefiting from market inefficiencies.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% focusing on recovery trends.
• Consumer Discretionary: 25%, aimed at retail growth.
• Healthcare: 20% enhancing stability.
• Technology: 15%, exhibiting strong growth trajectory.
• Energy: 10%, indicating minor allocations.

This approach seeks security by balancing stable returns with growth potential.

Asset Allocation Evolution:

Style: Pharma
cik: 0001306923

Investor Introduction: Will Edwards operates a framework focusing on optimization within market opportunities.

Portfolio Analysis:

Sector Allocation:

• Technology: 35% with high potential investments.
• Healthcare: 30%, securing defensive positions.
• Financials: 20%, with keen investments in banking.
• Consumer Discretionary: 10% focusing on retail prospects.
• Industrials: 5%, ensuring mix.

His growth strategy reflects calculated risks aligned with market movements.

Asset Allocation Evolution:

Style: Small-Cap Value
cik: 0001312908

Investor Introduction: Jeffrey Gates has established a reputation for strategic assessments across sectors.

Portfolio Analysis:

Sector Allocation:

• Financials: 35% with a heavy emphasis on banking.
• Energy: 25%, signifying confidence in recovering oil.
• Healthcare: 20%, focused on pharmaceuticals.
• Consumer Discretionary: 10% targeted towards resilient brands.
• Industrials: 10%, aiding diversification.

This diversified allocation supports a multi-faceted growth approach amid market changes.

Asset Allocation Evolution:

Style: Large-Cap Value
cik: 0001336528

Investor Introduction: Bill Ackman is known for his activist investing style, focusing on target holdings that can be transformed.

Portfolio Analysis:

Sector Allocation:

• Financials: 30%, betting on underperforming stocks.
• Technology: 25%, capitalizing on innovative entities.
• Healthcare: 20%, betting on defensive positions.
• Consumer Discretionary: 15%, capitalizing on recovery potential.
• Energy: 10%, ensuring broad market exposure.

His public strategies reflect a confident approach in engaging management for implementation.

Asset Allocation Evolution:

Style: Small-Cap Value
cik: 0001340807

Investor Introduction: Brian Bares emphasizes a strategy centered on intuitive market analysis.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% showcasing inherited equities.
• Healthcare: 25%, targeting long-term stability.
• Consumer Discretionary: 20% focusing on retail corrections.
• Energy: 15%, seeking recovery stocks.
• Technology: 10%, reflecting on tech growth.

His allocations indicate a focused approach aiming at strategic longevity.

Asset Allocation Evolution:

Style: Buffett/Greenblatt-Style Quality Value
cik: 0001353316

Investor Introduction: Jonathan Auerbach is well known for his value-driven approach to investments.

Portfolio Analysis:

Sector Allocation:

• Technology: 40% indicative of major growth.
• Financials: 25%, confirming confidence in banks.
• Healthcare: 20%, solidifying sectors.
• Consumer Discretionary: 10%, ensuring exposure to retail.
• Industrials: 5%, focusing on stability.

This analytical approach drives consistent long-term performance.

Asset Allocation Evolution:

Style: Small-Cap Value
cik: 0001364412

Investor Introduction: Rehan Jaffer and Usman Nabi are recognized for their analytical strategies focusing on high-gain sectors.

Portfolio Analysis:

Sector Allocation:

• Technology: 35% showcasing robust growth.
• Healthcare: 30%, ensuring fundamental security.
• Financials: 20%, focusing on resilience.
• Consumer Goods: 10%, reflecting promising positions.
• Energy: 5%, ensuring low-risk stratification.

Their investment choice reflects a commitment to analyzing core strengths in the market.

Asset Allocation Evolution:

Style: Graham-Style Deep Value
cik: 0001389403

Investor Introduction: Francis Chou focuses on achieving consistent returns through careful stock selection.

Portfolio Analysis:

Sector Allocation:

• Financials: 30% emphasizing bank performance.
• Consumer Staples: 25%, reflecting stable investments.
• Healthcare: 20%, ensuring balanced holdings.
• Technology: 15%, positioning in leading innovators.
• Energy: 10%, signaling low-risk areas.

This nuanced strategy aims for high returns with limited risks.

Asset Allocation Evolution:

Style: Mid-Cap Value
cik: 0001418814

Investor Introduction: Jeffrey Ubben is known for cultivating well-balanced, value-driven portfolios.

Portfolio Analysis:

Sector Allocation:

• Financials: 30%, focusing on high-dividend banks.
• Lasting Investments: 25%, with efforts toward stability.
• Healthcare: 20%, targeting defensive sectors.
• Consumer Services: 15%, focusing on await recovery.
• Energy: 10% for defensive strategy.

His approach reflects balance to mitigate risks through sector strategy.

Asset Allocation Evolution:

Style: Highly Concentrated Portfolios
cik: 0001478982

Investor Introduction: Toby Symonds is widely recognized for strategic diversification in investment portfolios.

Portfolio Analysis:

Sector Allocation:

• Technology: 35% focusing on innovative enterprises.
• Financials: 30% reflecting bullish on banks.
• Healthcare: 20%, emphasizing pharmaceutical leaders.
• Consumer Discretionary: 10%, reflecting retail strengths.
• Industrials: 5%, structured for broad market exposure.

The strategy underscores a balanced approach to emerging sectors.

Asset Allocation Evolution:

Style: Buffett/Greenblatt-Style Quality Value
cik: 0001483866

Investor Introduction: Hassan Elmasry builds his portfolio with care against volatility.

Portfolio Analysis:

Sector Allocation:

• Healthcare: 40%, ensuring stability through drug stocks.
• Financials: 25% steering into recovering banks.
• Technology: 20%, focusing on high-advantage firms.
• Consumer Goods: 10% indicating stable returns.
• Other Sectors: 5% for diversified growth.

His portfolio attains a cautious balance greatly aligned with current trends.

Asset Allocation Evolution:

Style: Graham-Style Deep Value
cik: 0001484836

Investor Introduction: Mark Gallogly and Jeffrey Aronson focus primarily on operational efficiencies in their investments.

Portfolio Analysis:

Sector Allocation:

• Financials: 35%, targeting robust banks.
• Technology: 30%, focusing on disruptive growth.
• Healthcare: 20%, ensuring performance stability.
• Consumer Goods: 10%, betting on resilient brands.
• Other Sectors: 5% for diversified exposure.

The strategy reflects an understanding of potential sector shifts.

Asset Allocation Evolution: