Value investing

Value superinvestors: 9 tracked on HoldLens

Buy below intrinsic value. Hold for re-rating or compounding. Margin of safety dominates the position-sizing math.

Signature behavior

Patient capital. Concentrated portfolios. Long average holding period.

How this style differs

Indifferent to short-term price action; tolerates multi-year underperformance.

Tracked value investors

Warren Buffett
Berkshire Hathaway
Buy wonderful companies at fair prices. Hold forever.
Seth Klarman
Baupost Group
Margin of safety. Cash is a position. Patience pays.
Li Lu
Himalaya Capital
Long-term value, China expertise, Charlie Munger's protégé.
Mohnish Pabrai
Pabrai Investment Funds
Heads I win, tails I don't lose much. Cloning the best.
Prem Watsa
Fairfax Financial
Value investing with insurance float. The Canadian Buffett.
Bill Nygren
Oakmark Funds
Concentrated value. Buy good businesses at a discount to intrinsic value.
Glenn Greenberg
Brave Warrior Advisors
Extreme concentration. 8-10 positions only. High conviction or nothing.
François Rochon
Giverny Capital
Buffett-Munger quality compounder investing. Patience. Temperament.
William von Mueffling
Cantillon Capital Management
High-quality businesses at reasonable valuations. Global long.

Other investing styles

Frequently asked questions

Who are the value superinvestors?

9 tracked superinvestors classified as value investors on HoldLens: Warren Buffett (Berkshire Hathaway), Seth Klarman (Baupost Group), Li Lu (Himalaya Capital), Mohnish Pabrai (Pabrai Investment Funds), Prem Watsa (Fairfax Financial), plus 4 more. Each individual investor page lists their full SEC 13F holdings + recent activity.

What is value investing?

Buy below intrinsic value. Hold for re-rating or compounding. Margin of safety dominates the position-sizing math. Signature behavior: Patient capital. Concentrated portfolios. Long average holding period.

How does value investing differ from other styles?

Indifferent to short-term price action; tolerates multi-year underperformance.

How does HoldLens classify investing styles?

Style classifications reflect each manager's most-publicly-known posture from interviews, letters, and 13F-disclosed long-only equity book. Some managers operate across multiple styles; this taxonomy uses the most observable one. Other tracked styles: Activist, Growth, Macro, Long-Short, Contrarian.