Swissquote introduces Value Rockstars certificate
Swissquote, Switzerland’s market leader in online banking, introduces a Value Rockstars certificate.
Swissquote’s Value Rockstars certificate provides exposure to holdings of investment companies whose names are closely related to some of the most successful investors.
- Michael Burry, Scion Asset Management LLC
Michael Burry’s resume includes a $300m net worth with $100m under management, and having Oscar-winning actor Christian Bale play him in the 2015 biographical drama, The Big Short.
Burry made his fortune by realising that many high-risk mortgage loans were being granted to people who wouldn’t be able to pay the acquired debt, effectively turning those assets into a time bomb. He predicted an impending real estate crisis, which would begin in 2007.
Shorting the market earned Burry close to $1 billion during one of the biggest economic crises of this century. He retired in 2008, then launched Scion Asset Management in 2013 through which he usually bets on undervalued industries.
- Joel Greenblatt, Gotham Asset Management LLC
Joel Greenblatt, a hedge fund manager, rose to fame after giving stellar returns (30 per cent annualised net of all fees) to his shareholders during 1985-1994.
He is the co-chief investment officer and managing principal of Gotham Asset Management, which followed his Gotham Capital’s ten consecutive years of compounding 50 percent per year.
In 2023, Joel Greenblatt’s net worth was estimated at US$1 billion. Greenblatt believes the ‘magic formula’ lies in value investing. He published his paper ‘How the Small Investor Can Beat the Market,’ which eventually became a mantra for many retail investors.
“The secret to investing is to figure out the value of something – and then pay a lot less”
- Stanely Druckenmiller, Duquesne Family Office LLC
Stanley Druckenmiller made it big as a hedge fund manager who had an incredible ability to analyse macroeconomic environments and make long term projections.
After learning the ropes, Druckenmiller founded his own investment firm in 1981. He established such a strong track record that hedge fund legend George Soros recruited him to work at the Quantum Fund.
As Lead Portfolio Manager, Druckenmiller helped Soros pull off one of the single greatest trades: a US$1bn wining bet against the British pound.
He has earned a place in the investment industry Hall of Fame thanks to an almost peerless record. In more than four decades of investing, Druckenmiller has never recorded a down year and by some accounts, he has compounded capital at a mind-boggling 30%-plus per year for 30 years.
In 2010, Druckenmiller founded Duquesne Family Office LLC after closing his hedge fund Duquesne Capital.
- Warren Buffet, Berkshire Hathaway Inc
Who hasn’t heard of Warren Buffett—one of the world’s richest people, consistently ranking high on Forbes’ list of billionaires?
He is known to many as the “Oracle of Omaha” and is one of the most successful businessmen in the world. He’s a self-made financial icon with a multi-billion net worth, and his story is one that showcases more than just the power of determination and hard work, but also the power of focus, patience, and taking calculated risks.
While other kids his age were playing outside, Warren Buffett stayed busy by generating more cash flow through various businesses and investments. Investing at such a young age (11 years old) taught him life-long lessons: the difference between value and price, and that an investor must be patient to achieve extraordinary results.
He developed the philosophy that it’s better to invest in a “wonderful company at a fair price than a fair company at a wonderful price.”
Stocks included in the certificate are selected using quantitative criteria, from the largest holding positions within the investment company’s portfolio to their most recent highest-conviction calls according to their latest SEC Form 13F reports.
The Securities and Exchange Commission’s (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. They are goldmines of information, giving insights into what the smart money is doing, where it is allocated.