The third quarter position report of 20 10 shows that Apple has become the largest long position in Coleman's portfolio, and this stock is also the favorite stock of hedge fund managers at present.
Apollo Group is a for-profit educational institution that provides higher education and services for working adults, and it is Coleman's second largest heavyweight stock. This company once attracted the attention of Coleman's brother Lee ansley.
Coleman began to buy the company's shares at the beginning of 20 10. But shortly thereafter, Apollo's share price began to fall sharply, which still failed to bring attractive returns to Coleman. However, in his letter to investors, he pointed out: "We have tried our best to consider the worst possible situation of Apollo Group, such as the risks that some policy changes may bring to the company. The company is currently undervalued, but in the next few years, the company's return rate will be very attractive. "
It has been pointed out that if you agree with Coleman's concept of stock selection and are also a value investor, then you may find good investment targets in those stocks in Coleman's portfolio that have not yet risen or even fallen. Apollo group may be such a company.
In addition, from Coleman's portfolio, it is not difficult to find that he is an investor with a global vision. In particular, technology companies in some emerging market countries are given priority in his investment vision, including Internet companies in India, China, Brazil and Mexico.
20 10 At the end of September, Coleman held the stock of MakeMyTrip, India's largest travel website, with a value of $654.38+600 million. Known as Ctrip.com in India, the company's share price soared by 89% on its first trading day after it landed on Nasdaq at the price of $65,438+04 per share in August, 2065,438+00. In addition, he also started to open positions in China insurance intermediary Pan-China Insurance Service Group. Chase Coleman, whose full name is Charles Payson Coleman III, was born in a lawyer's family in new york on June 2 1975, and his mother was an interior designer.
In fact, according to Coleman's full name, we can guess that he is a noble family, and that is exactly the case. He is a descendant of Peter Stuyvesant, governor of the Dutch colony in New Amsterdam (now new york). It is always talked about by later generations that Stuyvesant ordered the construction of a 9-foot-high defensive wall in the south of Manhattan in 1657, and the world-famous Wall Street is named after this high wall.
Coleman's life journey was smooth sailing. 1993 was admitted to the economics major of Williams College. This school is known as the best "mini" private school in America and one of the most famous aristocratic universities. Want to enter this university, in addition to excellent grades, family financial resources must also be strong. Coleman also minored in Spanish during his college years.
From 65438 to 0997, Coleman, who graduated from university, directly joined Tiger Fund managed by Julian Robertson as a technology industry analyst. Two years later, he began to manage Tiger Fund's technology stock portfolio, but he only worked as a portfolio manager for eight months.
200 1 With Robertson's support, Coleman, 26, established Tiger Science and Technology Fund, which was later renamed Tiger Global Management Fund. It is estimated that his current annual income is between 350 million and 400 million dollars.
Coleman's wife, Stephanie Anne krenz, used to be a public relations officer in new york Fashion Store. June 5438+October 2005 10, they got married in a church in Palm Beach, which is called the paradise of the rich in America. At present, the couple have three children and live in an exquisite house on the Upper East Side of Manhattan, new york.