Joel Greenblatt
Filosofía de inversión
Joel Greenblatt ist der Erfinder der „Zauberformel” — einer sencilloen quantitativen Estrategia, die Acciónn auf Basis von beneficiorendite und Kapitalrendite bewertet. Seine Bücher „The Little Book That Beats the Market” und „You Can Be a Stock Market Genius” sind zu unverzichtbarer Lektüre für Value-inversoren weltweit geworden.
Sobre Gotham Asset Management wendet Greenblatt einen systematischen, quantitativen Ansatz beim Value-Investing an und nutzt proprietäre Modelle, um Unternehmen zu identifizieren, die unter su inneren Valor gehandelt werden und gleichzeitig hohe Kapitalrenditen erzielen. Seine Philosophie: Value-Investing funktioniert genau deshalb, weil es unbequem ist.
Der Kauf unbeliebter Acciónn erfordert die Geduld und Sobrezeugung, die den meisten inversoren fehlt. Greenblatts systematischer Ansatz eliminiert emotionale Verzerrungen und erzwingt disciplina — genau die disciplina, die a largo plazoe Outperformance ermöglicht, selbst wenn einzelne Positionen vorsobregehend schmerzhaft sind.
Aktuelles Portfolio
Fuente: SEC 13F Filing (Q4 2025)
| Ticker / Security | Type | Shares (MM) | Δ Shares (%) | Value (Full $) | Portfolio (%) |
|---|---|---|---|---|---|
| PCG / PG&E Corporation | Common | 34.30 | -31.54% | $551,200,000 | 7.58% |
| NVDA / NVIDIA Corporation | Common | 3.51 | +3.51% | $550,170,000 | 7.56% |
| AMZN / Amazon.com, Inc. | Common | 2.17 | -22.95% | $499,730,000 | 6.87% |
| MSFT / Microsoft Corporation | Common | 0.93 | -15.91% | $447,350,000 | 6.15% |
| UNP / Union Pacific Corp. | Common | 1.81 | +106.86% | $418,690,000 | 5.76% |
| CRH / CRH plc | Common | 2.60 | +20.09% | $324,480,000 | 4.46% |
| SGI / Somnigroup Int. | Common | 3.40 | +13.33% | $303,550,000 | 4.17% |
| BN / Brookfield Corporation | Common | 6.20 | +32.62% | $284,520,000 | 3.91% |
| NSC / Norfolk Southern Corp. | Common | 0.97 | -40.91% | $281,500,000 | 3.87% |
| TDS / Telephone and Data | Common | 6.67 | -0.48% | $273,680,000 | 3.76% |
| COF / Capital One Financial | Common | 1.10 | -20.58% | $266,600,000 | 3.66% |
| CASY / Casey's General Stores | Common | 0.46 | -9.00% | $251,480,000 | 3.46% |
| CRS / Carpenter Technology | Common | 0.79 | -7.65% | $247,150,000 | 3.40% |
| LYV / Live Nation Ent. | Common | 1.73 | +27.78% | $245,810,000 | 3.38% |
| CSGP / CoStar Group, Inc. | Common | 3.17 | +4.91% | $212,810,000 | 2.93% |
| MTZ / MasTec, Inc. | Common | 0.93 | +27.59% | $201,070,000 | 2.76% |
| RKT / Rocket Companies, Inc. | Common | 9.52 | +137.88% | $184,210,000 | 2.53% |
| LPLA / LPL Financial Holdings | Common | 0.51 | -14.16% | $182,160,000 | 2.50% |
| CMG / Chipotle Mexican Grill | Common | 4.72 | NEW | $174,820,000 | 2.40% |
| CEG / Constellation Energy | Common | 0.47 | NEW | $167,800,000 | 2.31% |
| VST / Vistra Corp. | Common | 1.00 | +7.49% | $162,140,000 | 2.23% |
| DHR / Danaher Corporation | Common | 0.60 | +1,100.00% | $137,350,000 | 1.89% |
| SN / SharkNinja, Inc. | Common | 1.20 | -33.33% | $134,280,000 | 1.85% |
| TSM / Taiwan Semi | Common | 0.42 | -61.36% | $129,150,000 | 1.78% |
| BABA / Alibaba Group | Common | 0.82 | NEW | $120,930,000 | 1.66% |
| APG / APi Group Corporation | Common | 3.00 | NEW | $114,780,000 | 1.58% |
| FIX / Comfort Systems USA | Common | 0.10 | -47.50% | $98,000,000 | 1.35% |
| SPOT / Spotify Technology | Common | 0.10 | NEW | $58,070,000 | 0.80% |
| KVUE / Kenvue Inc. | Common | 3.25 | -63.89% | $56,060,000 | 0.77% |
| PGR / Progressive Corp | Common | 0.22 | NEW | $50,100,000 | 0.69% |
| TMO / Thermo Fisher Scientific | Common | 0.05 | NEW | $28,970,000 | 0.40% |
| SRTA / Strata Critical Medical | Common | 5.00 | 0.00% | $24,050,000 | 0.33% |
| WIX / Wix.com Ltd. | Common | 0.23 | NEW | $23,380,000 | 0.32% |
| CSX / CSX Corporation | Common | 0.50 | NEW | $18,120,000 | 0.25% |
| HTZ / Hertz (Warrant) | Warrant | 3.97 | 0.00% | $10,640,000 | 0.15% |
| PCG / PG&E (Preferred) | Preferred | 0.14 | 0.00% | $5,740,000 | 0.08% |
| BHC / Bausch Health Co. | Common | 0.35 | NEW | $2,430,000 | 0.03% |
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