Hedge Fund Blue Ridge’s Largest Positions: Apple and JP Morgan
Market Folly submits:
This is the third quarter 2009 edition of our hedge fund portfolio tracking series. If you’re unfamiliar with tracking hedge fund movements or SEC filings, check out our series preface on hedge fund 13F filings.
Next up in our series is John Griffin’s hedge fund firm Blue Ridge Capital. Blue Ridge seeks absolute returns by investing in companies who dominate their industries and shorting the companies which have fundamental problems. Both Griffin at Blue Ridge and Lee Ainslie over at Maverick Capital like to effectively hedge with a solid balance of both long and short positions (like a true hedge fund… not like some of the crazy funds these days that aren’t truly hedged).
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