Julian Robertson
Julian Robertson | Hedge Fund Notes
This post is being published as part of our Hedge Fund Investment Securities Tool.
Monday (10/13) on CNBC, Julian Robertson, legendary investor and founder of notable hedge fund Tiger Management revealed some purchases he made in the market carnage last week. His buys included:
- Apple (AAPL)
- Microsoft (MSFT)
- Baidu (BIDU)
- Mastercard (MA)
- Visa (V)
- Ryan Air Holdings (RYAAY)
His argument, being a notable value player, was that these equities were trading at very favorable prices. Yet, at the same time, he curiously noted that he thought the US was just now entering into a period of prolonged recession (possibly 10-15 years). He thinks that this time around, consumers are broke and will be forced to cut their spending. Interesting thoughts when you compare them to the purchases he just made.
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Tags: AAPL, MSFT, BIDU, MA, V, RYAAY, Julia Robertson, Julia Robertson Tiger Management, Julia Robertson Hedge Fund, Hedge Fund Manager Julia Robertson, Who is Julia Robertson, Hedge Funds Julia Robertson
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