The latest 13F filing from Gotham Asset Management, LLC (Joel Greenblatt) provides a clear look into how one of the most systematic, factor-driven investors is positioning across U.S. equities. Unlike highly concentrated discretionary managers, Gotham runs a broad, diversified portfolio rooted in valuation, quality, and earnings yield metrics, often expressed … Read More
Dan Loeb’s Third Point Trims Top Holdings: Fortive, RB Global, TSM, Apollo, Carpenter
In the most recently reported quarter, Dan Loeb’s Third Point LLC executed a series of meaningful trims across its equity portfolio. Known for his opportunistic and often activist style, Loeb appears to be rebalancing away from certain positions where either valuations have run ahead or conviction has moderated. Below are … Read More