JG
Joel Greenblatt
Firm: Gotham Asset Management
AUM: ~$12B
Style: Quantitative Value
“The Magic Formula”
Top Holding
PCG
Positions
37
Latest Filing
Q4 2025
Data Source
SEC 13F
Performance
Gotham (Greenblatt)
Investment Philosophy
Joel Greenblatt is the author of ‘The Little Book That Beats the Market’ and creator of the Magic Formula investing strategy. His quantitative approach to value investing combines high earnings yield with high return on capital to systematically identify undervalued companies.