CIK 1429895
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2018-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 98.58% | 3 |
| Metals & Mining | 1.42% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | Unclassified | 55.80% |
| 2 | EEM | ISHARES TR | Unclassified | 24.46% |
| 3 | EWZ | ISHARES INC MSCI BRAZIL ETF | Unclassified | 18.33% |
| 4 | CENX | CENTURY ALUMINUM CO | Materials | 1.42% |
1/4 names classified · sector 1.4% of weight · industry 1.4% · mkt cap 1.4%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 1.4% of the book is sector-classified (unclassified names shown, never dropped).
Only 1% of book weight classified — the grid is NOT representative of the whole book.
Classified: 1.4% of book weight (1/4 names) · unclassified 98.6%: VWO, EEM, EWZ. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
Where this firm's principals came from and which firms its alumni went on to found.
