TY - JOUR T1 - Superstar Investors JF - The Journal of Investing SP - 124 LP - 135 DO - 10.3905/joi.2019.28.1.124 VL - 28 IS - 1 AU - Jordan Brooks AU - Severin Tsuji AU - Daniel Villalon Y1 - 2019/01/31 UR - https://pm-research.com/content/28/1/124.abstract N2 - Many famous investors are outspoken about their investment philosophies and carefully apply them to a select number of securities. In this article, we seek to apply their wisdom systematically to determine whether their philosophies might generate alpha when applied broadly. We show how four very different, extraordinary track records—from Berkshire Hathaway, PIMCO’s Total Return Fund in the Gross era, George Soros’s Quantum Fund, and Fidelity’s Magellan Fund under Peter Lynch—can be viewed as expressions of a handful of systematic styles.TOPICS: Portfolio theory, portfolio construction ER -