Julian Robertson

Tiger Management

Julian Hart Robertson Jr. was a prominent American hedge fund manager and philanthropist, known for founding Tiger Management, one of the first hedge funds in the United States. Robertson's investment philosophy emphasized a long-term value approach, with a focus on fundamental analysis and a keen understanding of market dynamics. His leadership at Tiger Management from its inception in 1980 until its winding down in 2000 established him as a key figure in the hedge fund industry, and he is often credited with mentoring a generation of investors known as 'tiger cubs.' Tiger Management continues to operate as a family office, engaging in direct public equity investments and seeding new investment funds. The firm is recognized for its disciplined investment strategy and has maintained a significant focus on the financial services sector. Through its operations, Tiger Management has cultivated a reputation for thoughtful and strategic investment decisions. Recent disclosures from Tiger Management through SEC 13F filings indicate a pattern of position increases, specifically in the Vanguard S&P 500 ETF (VOO). From August 14, 2024, to November 13, 2024, the firm reported two disclosures, with the largest move being an addition of over $10 million to its position in VOO on November 13, 2024.

Performance

Reported Value
$23M
Est. 1Y Return
+26.5%
1Y Price Coverage
100%
13F Quarters
4

Estimated 1Y return chains four quarterly returns using each quarter's disclosed 13F holdings and available quarter-end prices from Sep 29, 2023, 8:00 PM EDT through Sep 29, 2024, 8:00 PM EDT. Unpriced positions are excluded, price coverage is shown, and a missing 13F period is treated as an empty disclosed portfolio. Adjusted prices are used when available. It is not an official fund return.