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People

The investors behind each portfolio: who they are, what they run, and where to read and watch them in their own words.

Abrams Capital Management

AKO Capital

Akre Capital Management

AltaRock Partners

Appaloosa

Baupost Group

Berkshire Hathaway

Biglari Capital

  • Sardar BiglariFounder; chairman and chief executive of Biglari Holdings

Brave Warrior Advisors

Cantillon Capital Management

Carl Icahn

  • Carl IcahnFounder and chairman, Icahn Enterprises
  • Brett IcahnPortfolio manager, Icahn Enterprises; expected successor to Carl Icahn

CAS Investment Partners

Chou Associates

Conifer Management

Daily Journal Corp

Dalal Street (Mohnish Pabrai)

Davis Selected Advisers

Dodge & Cox

Dorsey Asset Management

Engaged Capital

Fairfax Financial Holdings

  • Prem WatsaFounder, Chairman and Chief Executive Officer

Fairholme Capital Management

First Eagle Investment Management

First Pacific Advisors (FPA)

Fundsmith

  • Terry SmithFounder, chief executive and chief investment officer

Gardner Russo & Quinn

Gates Foundation Trust

Giverny Capital

Greenlea Lane Capital

Greenlight Capital

H&H International (Duan Yongping)

Harris Associates (Oakmark)

  • Bill NygrenCo-chief investment officer (US) and portfolio manager
  • David HerroCo-chief investment officer (international) and portfolio manager

Himalaya Capital

  • Li LuFounder and chairman

Horizon Kinetics

  • Steven BregmanCo-founder, president and co-chief executive
  • Murray StahlCo-founder; former chairman, chief executive and chief investment officer

Jensen Investment Management

Kahn Brothers

  • Andrew KahnHead of the firm and portfolio manager
  • Thomas KahnCo-founder; former president and lead portfolio manager

Lindsell Train

Mairs & Power

  • Andrew AdamsChief investment officer and lead manager, Mairs & Power Growth Fund

Markel Group

Matrix Asset Advisors

Miller Value Partners

Muhlenkamp & Company

Oakcliff Capital

Oaktree Capital Management

Omega Family Office (Leon Cooperman)

  • Leon CoopermanFounder; chairman and chief executive, Omega Family Office

Pershing Square

Polen Capital Management

Punch Card Management

Ruane, Cunniff & Goldfarb (Sequoia)

RV Capital

Semper Augustus

Smead Capital Management

  • Bill SmeadFounder, chairman and chief investment officer
  • Cole SmeadChief executive and portfolio manager

Southeastern Asset Management

  • Mason HawkinsFounder, Chairman and Co-Portfolio Manager
  • Ross GlotzbachChief Executive Officer, Head of Research and Co-Portfolio Manager

TCI Fund Management

Third Avenue Management

Trian Fund Management

Troy Asset Management

Tweedy, Browne

Valley Forge Capital Management

ValueAct

  • Mason MorfitCo-Chief Executive Officer and Chief Investment Officer
  • Rob HaleCo-Chief Executive Officer

Vulcan Value Partners

Wedgewood Partners

Weitz Investment Management

  • Wally WeitzFounder and co-chief investment officer
  • Brad HintonCo-chief investment officer and portfolio manager

Yacktman Asset Management