Latest news with #ChrisHohn
Business Insider
19-05-2025
- Business
- Business Insider
The most important thing a billionaire hedge fund manager looks for in job applicants
British billionaire Chris Hohn said there's one thing that really matters in job interviews. The founder of London-based hedge fund The Children's Investment Fund, which manages about $58 billion, told Norges Bank Investment Management CEO Nicolai Tangen in his most recent podcast episode that his top-performing employees are not just motivated by a paycheck. Hohn said they think a lot about someone's personality when they want to work at the company. "There's a human aspect to work," he said. The best people don't simply come to work for money, Hohn explained, they also come because they enjoy the environment. "It's really important how we treat people, how everyone treats each other," he said. "I'll never hire someone without the blessing of my senior team because we could destroy the culture." The Children's Investment Fund has a small investment team of only seven or eight people, with an overall head count of about 200. "We've known each other a long time, and there's something we've built which is intangible trust," Hohn said. He shared some insight into how to get a coveted spot at the hedge fund. Hohn said one of the questions they ask applicants is: "What makes a good business?" "We ask for a case study or two, and it becomes immediately obvious whether you know what you're doing," he said. "It's not enough just to be a good investor; you have to want to work in a team — not everyone wants that." Hohn also said you need to be able to get along with people, in a way that you should be open-minded to being wrong.
Yahoo
10-05-2025
- Business
- Yahoo
Visa Inc. (V): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Visa Inc. (NYSE:V) stands against other billionaire Chris Hohn's stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A financial analyst reviewing stock prices on a graph with a positive Inc. (NYSE:V) is a global leader in digital payments, enabling electronic fund transfers through a vast network of credit, debit, and prepaid cards accepted in over 200 countries. Headquartered in San Francisco, Visa operates at the heart of the global financial infrastructure, benefiting from the ongoing shift toward cashless transactions and digital commerce. In its most recent earnings report for the quarter ended March 2025, Visa Inc. (NYSE:V) delivered earnings of $2.76 per share, surpassing consensus expectations of $2.68 and marking a 2.99% earnings surprise. This performance also reflects year-over-year EPS growth from $2.51, underscoring consistent operating leverage and strong execution. This followed a similarly strong previous quarter, where the company posted $2.75 per share against a projected $2.66, indicating a trend of outperformance. Revenue for the quarter reached $9.59 billion, modestly beating analyst expectations and growing from $8.78 billion in the same period last year. This steady revenue expansion highlights Visa Inc. (NYSE:V)'s resilience and scale advantages amid varying macroeconomic conditions. The company continues to benefit from global consumer spending, cross-border transaction volume growth, and broader adoption of electronic payments across emerging markets. Visa Inc. (NYSE:V) is also a cornerstone holding in TCI Fund Management's portfolio, representing 12.51% of its total assets with over 16 million shares held. This sizable allocation reflects billionaire investor Chris Hohn's conviction in Visa's ability to generate long-term value. The stock's current upside potential of 8.91% positions it as among the stock picks with huge upside potential in TCI's portfolio, especially given its robust fundamentals and dominant market position. With a proven track record of earnings beats, global scale, and secular tailwinds from digital payment growth, Visa Inc. (NYSE:V) stands out as a high-conviction holding with meaningful upside potential for hedge fund portfolios focused on compounding capital. Overall, V ranks 8th on our list of billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of V as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than V but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-05-2025
- Business
- Yahoo
S&P Global Inc. (SPGI): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where S&P Global Inc. (NYSE:SPGI) stands against Billionaire Chris Hohn's other stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A group of analysts studying data on a large monitor.S&P Global Inc. (NYSE:SPGI) is a premier provider of financial information and analytics, serving institutional investors, corporations, and government entities worldwide. Headquartered in New York City, the company delivers a comprehensive suite of services spanning credit ratings, market intelligence, commodity analytics, mobility solutions, and index development, most notably the widely followed S&P index. In the first quarter of 2025, S&P Global Inc. (NYSE:SPGI) exceeded market expectations across the board. The company reported revenue of $3.78 billion, representing an 8% year-over-year increase and beating the consensus of $3.72 billion. Earnings per share came in at $4.37, outpacing the projected $4.23 and marking a 9% increase over the prior-year period. These results were driven by solid growth across its business segments, particularly in Market Intelligence and Indices, which benefited from sustained capital market activity and increasing demand for data-driven investment tools. The firm also delivered significant margin expansion, improving operating margins by 240 basis points over the trailing twelve months. This operational efficiency reflects S&P Global Inc. (NYSE:SPGI)'s disciplined cost structure and high-margin business model. Additionally, the company returned over $900 million to shareholders through a combination of dividends and share repurchases, underlining its strong capital return policy. With a diversified revenue base, recurring income streams, and robust pricing power, S&P Global Inc. (NYSE:SPGI) continues to be a strategic asset in financial services portfolios. Its strong quarterly performance reaffirms the company's position as a high-quality compounder with dependable cash flow and earnings growth. Among Hohn's portfolio, S&P Global stands out with a notable upside potential of 15.74%, positioning it as one of the top stocks with significant growth prospects. The company has also seen increasing hedge fund interest; by the end of Q4 2024, 99 hedge funds out of 1,009 tracked by Insider Monkey held stakes in the company, up from 85 funds in the previous quarter. The total value of these holdings reached $10.52 billion, indicating rising confidence among institutional investors. Overall, SPGI ranks 5th on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SPGI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
09-05-2025
- Business
- Yahoo
Microsoft Corporation (MSFT): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against Billionaire Chris Hohn's other stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A development team working together to create the next version of Corporation (NASDAQ:MSFT), a leading multinational technology conglomerate headquartered in Redmond, Washington, delivered a strong third-quarter performance that surpassed analyst expectations across all key metrics. The company reported earnings per share of $3.46, beating the consensus estimate of $3.23, and reflecting an 18% year-over-year increase in net income to $25.8 billion. Revenue for the quarter reached $70.1 billion, up 13% from the same period last year, also outperforming the projected $68.53 billion. Segment-wise, Microsoft Corporation (NASDAQ:MSFT)'s 'Intelligent Cloud' division, which includes Azure and server products, generated $26.8 billion in revenue, a 21% year-over-year increase, driven by robust enterprise demand for AI infrastructure and cloud solutions. 'Productivity and Business Processes,' home to Microsoft 365, LinkedIn, and Dynamics, posted revenue of $29.9 billion, up 10% year-on-year, while 'More Personal Computing,' which includes Windows, Xbox, and Bing, brought in $13.4 billion, a 6% increase. Capital expenditures rose sharply to $16.7 billion, up 52% year over year, exceeding analyst expectations and highlighting Microsoft Corporation (NASDAQ:MSFT)'s aggressive investment in AI and cloud infrastructure. While the company has recently paused or canceled several data center leases, the surge in spending underscores its commitment to scaling capacity in high-demand areas, particularly around AI workloads. CEO Satya Nadella emphasized that AI and cloud technologies are becoming fundamental to business efficiency and innovation across industries. However, market concerns linger over potential oversupply in AI computing resources, particularly given Microsoft Corporation (NASDAQ:MSFT)'s $14 billion investment in OpenAI and the rapidly evolving landscape of generative AI. Despite these uncertainties, Microsoft Corporation (NASDAQ:MSFT)'s diversified revenue streams, dominant position in enterprise software, and ongoing AI leadership position it well for continued long-term growth. The company's ability to consistently outperform expectations reinforces its standing as a core holding in institutional portfolios. Overall, MSFT ranks 4th on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MSFT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
09-05-2025
- Business
- Yahoo
Moody's Corporation (MCO): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Moody's Corporation (NYSE:MCO) stands against Billionaire Chris Hohn's other stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A businesswoman using a digital device to monitor a workflow orchestration process, illustrating the company's versatility in critical Corporation (NYSE:MCO) is a leading provider of credit ratings, research, and risk analysis through its subsidiaries Moody's Investors Service and Moody's Analytics. Founded in 1909 and headquartered in New York, Moody's plays a critical role in global financial markets by offering credit risk assessments on sovereign, corporate, and structured finance debt, while also supplying advanced analytics and modeling tools to financial institutions. In the first quarter of 2025, Moody's Corporation (NYSE:MCO) reported adjusted earnings of $3.83 per share, outperforming consensus estimates of $3.56. This marks a 14% increase compared to the same period last year, reflecting both resilient demand for credit assessments and solid operational execution. Revenue reached $1.92 billion, exceeding analyst expectations of $1.88 billion and rising 8% year over year, with both the Ratings and Analytics segments contributing to the growth. Despite a 9% year-over-year rise in total expenses to $1.08 billion, including $33 million tied to its ongoing Strategic and Operational Efficiency Restructuring Program, Moody's Corporation (NYSE:MCO) maintained robust profitability. Adjusted operating income climbed 10% to $994 million, and the operating margin improved to 51.7%, up from 50.7% in the prior year. Moody's Corporation (NYSE:MCO) ended the quarter with $2.2 billion in cash, down from $2.97 billion at year-end 2024, as it continued returning capital to shareholders, repurchasing 0.8 million shares at an average price of $481.77. The company maintained a solid liquidity position, supported by $6.8 billion in outstanding debt and an additional $1.25 billion available under its revolving credit facility. With an estimated upside potential of 9.17%, Moody's Corporation (NYSE:MCO) offers an appealing mix of defensive business characteristics, steady earnings growth, and disciplined capital allocation. Its dominant market position and consistent performance make it an attractive candidate for portfolios seeking quality exposure in financial services with room for continued appreciation. L1 Capital International Fund made the following comment about Moody's Corporation (NYSE:MCO) in its Q3 2023 : 'Portfolio adjustments during the September 2023 quarter were modest, diversified, but meaningful. In total around 10% of the Fund was divested and reinvested into opportunities we consider provide a superior risk-adjusted base case return. Overall, MCO ranks 7th on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MCO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
