Shutterstock photo

Tell Us Your Nominee for 2015 Guru of the Year

As a tough year for money managers winds down, it's time to nominate who you think navigated the choppy waters best for a special honor: GuruFocus Guru of the Year.

Some of the most spotlighted firms slumped in 2015. David Einhorn ( Trades , Portfolio )'s Greenlight Capital Offshore fell 16.9% and Leon Cooperman (Trades, Portfolio)'s Omega Overseas Partners fell 12% through Sept. 30, and Bill Ackman (Trades, Portfolio)'s Pershire Square Holdings dropped 9.6% through Oct. 13, according to HSBC. The S&P 500 Index gained 0.7% year to date whlie the HFRI Fund Weighted Composite Index returned 0.3% through November.

Carl Icahn (Trades, Portfolio) also stood out for his barrage of advances on companies where he wanted to force change, like Cheniere Energy ( LNG ), Pep Boys ( PBY ), Xerox ( XRX ) and AIG ( AIG ). Icahn further used his national platform to spark conversation about U.S. companies like ( PFE ) from moving overseas to avoid taxes, shareholder rights and the risks of crisis in his "Danger Ahead" video.

Other traditional value gurus, such as Donald Yacktman (Trades, Portfolio), primarily sat tight, protecting client capital from risk and waiting for their high quality stocks to come back into favor. As stock prices declined, they identified a number of companies for consideration for the fund. Bill Nygren (Trades, Portfolio) of Oakmark Fund similarly didn't beat the market and viewed volatility as a chance to add to attractive companies.

Another highlight was Charlie Munger (Trades, Portfolio)'s ultra-concentrated portfolio for the Daily Journal. His four stock picks held steady year to date, except for one tiny position in POSCO: WFC (+0.29%), BAC (-2.4%), USB (-2.69%), POSCO (-45.9%).

Using the Scoreboard, some gurus whose top 10 holdings' performance this year beat their peers were Chris Davis (Trades, Portfolio) (+9.8%), Bill Nygren (Trades, Portfolio) (+8.9%), Paul Tudor Jones (Trades, Portfolio) (+7.66%), Jim Simons (Trades, Portfolio) (+6.97%) and Jeff Auxier (Trades, Portfolio) (+6.91%).

Did we leave anyone out who deserves recognition? Leave your choice with a brief explanation in the comment box below. We'll select the top nominations for a vote for the winner next week. We look forwarding to seeing your nominees!

About GuruFocus: tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .

This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In This Story


Other Topics


Latest Markets Videos