Looking for outsized returns? Follow the Tiger Cubs

January 13th, 2008 | Category: Finance, Mutual Funds

It’s been a rigid slog for professionals and individual investors during 2007 and the start of 2008. Those who did well either

took a big swing on commodities,
owned and sold tech into the 4th quarter,
prayed tough and were answered, or
were so-called Tiger Cubs.

Bloomberg reports on the 2007 returns of the Tiger Cubs, named considering they all trained/worked under renowned hedge fund guru, Julian Robertson of Tiger Asset Management.

When fellow BloggingStocks blogger Aaron “Buy Everything” Katsman and I recently

looked into Robertson’s portfolio by the years, it appears that he takes a very concentrated approach to investing. He picks a limited number of names he believes in and holds regular. The bulk of his holdings return average market returns, a couple are down big, but a couple see incredible outsized gains. Its these few holdings that Robertson lets run that contribute significantly to his success as a manager.

Original post by Zack Miller

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