Karthik Sarma
My favourite investor Karthik Sarma is a young Indian billionaire hedge fund manager whom I closely follow with great admiration. His adeptness in funding high-quality businesses at bargain prices and his precise timing in stock investments are truly commendable. My interest in him piqued when I observed his investments in Netflix and Meta. His focused portfolio aligns perfectly with my own investment style. As of June 2023, his net worth was estimated at US$2.9 billion.
Sarma began his career as a consultant at McKinsey & Co, where he spent three years before joining Tiger Global Management for a five-year tenure. In 2006, he founded the hedge fund SRS Investment Management, which now manages $10 billion. SRS holds a significant 43% stake in Avis Budget Group, with Sarma serving as a director.
In 2021, Sarma was among the eight hedge fund managers who earned over $1 billion, largely due to a remarkable 5.5 times increase in the Avis share price, contributing to his $2 billion earnings.
Investors to Follow.
Bill Ackman
William Albert Ackman, an American billionaire hedge fund manager, serves as the founder and chief executive officer of Pershing Square Capital Management, a distinguished hedge fund management company. Renowned for his activist investment approach, Ackman adopts a strategy characterized by a selective portfolio with a focus on long-term investments in high-quality companies.
In recent times, Ackman has garnered significant attention in the investment world. His unwavering conviction in Google stocks has personally influenced my investment decisions, prompting me to increase my exposure to Google. While his investment style bears resemblance to Buffett's, Ackman's risk appetite appears relatively higher, with a penchant for smaller businesses in his portfolio.
Warren Buffet
Undoubtedly, Warren Buffett stands out as one of the greatest and most renowned investors in history. His influence extends not only through his companies and investment portfolio but also through his principles, anecdotes, lessons, and attitudes. He epitomizes the concept of long-term intrinsic value investment—an approach that has solidified his reputation.
Buffett, an American businessman, investor, and philanthropist, currently holds the positions of co-founder, chairman, and CEO of Berkshire Hathaway. With a net worth of $128.7 billion as of 2024, he remains a towering figure in the financial world.
Throughout his career, Buffett has maintained a relatively concentrated portfolio, with Apple representing the largest portion in recent times. His preference leans towards established, large-cap businesses known for their stability.
As a 94-year-old sage, often referred to as the Oracle of Omaha, Buffett continues to be a guiding light for investors seeking an intellectual framework for their investments. His famous dictum, "Rule No.1: Never lose money. Rule No.2: Never forget rule No.1," underscores his emphasis on risk management and preservation of capital. Following his insights remains a cornerstone of many investors' strategies, including mine.
Brad Gerstner
Bradley Thomas Gerstner, an American investor and hedge fund manager, holds the positions of Founder, Chairman, and CEO at Altimeter Capital. Gerstner's inclusion on the 2022 Forbes Midas List stemmed from his firm's notable investments in companies like Snowflake and Grab. The stocks within his portfolio consistently captivate my attention, with Snowflake being his primary focus—an endorsement by Buffett solidifies its status as a data science company.
Gerstner maintains a concentrated portfolio that leans heavily towards technology-oriented investments, reflecting his confidence in the sector's potential.
