Generating Ideas From Top Money Managers

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Now, today's piece: Following Top Performing Hedgefund Managers.

Researching the strategies of top-performing money managers is a great way to get investment ideas. It can be beneficial to look at their annual and quarterly reports and any articles or interviews they have given. Analyzing their portfolio composition and performance can also provide valuable insight into their investment strategies. Additionally, keeping an eye out for changes in the portfolio composition may alert you to new opportunities in the market.

To identify these top-performing money managers, investors should research the track record of various funds and review their performance metrics. Additionally, investors may want to speak with financial advisors with expertise in the field. Finally, reading expert opinions from industry publications can provide valuable insights into the top performers.

One legendary investor that many people follow is Stanley Druckenmiller.

From Forbes: 

• Stanley Druckenmiller made it big as a hedge fund manager for 30 years. He now manages his money through a family office.

• Until 2000, he worked for George Soros. The duo famously bet against the British pound in 1992 and made massive profits.

• He shut down his $12 billion hedge fund Duquesne Capital Management in August 2010, returning funds to clients.

In his latest 13F form filed on 8/15/2022, Stanley took a significant NEW stake in Eli Lilly (LLY). Stanley's family office Duquesne invested 5.91% of their portfolio in Eli Lilly, making it a top-five holding. The price range of Eli Lilly stocks last quarter was from $279 to $327. Eli Lilly is currently trading at $361.80.

The Duquesne family office has a history of holding its top five stocks for multiple quarters. So we can assume that will be the case with Eli Lilly.

In the meantime, you can keep track of intra-quarter changes by visiting the Duquesne Family Office Edgar filing page. 

What I do is very simple: I provide trading ideas with specific buy points and stop points. There is nothing vague about it. It is black and white. Zero fluff and right to the point.  (Example.)

You can take advantage of this in a do-it-yourself way through ZorTrades_Beta Subscribers or you can let a pro handle it via  Managed Assets clients.

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Questions? You can reach me via email or call 646-480-7463