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.
- Warning! GuruFocus has detected 4 Warning Signs with PFE. Click here to check it out.
- PFE 15-Year Financial Data
- The intrinsic value of PFE
- Peter Lynch Chart of PFE
- Warning! GuruFocus has detected 6 Warning Signs with LNG. Click here to check it out.
- LNG 15-Year Financial Data
- The intrinsic value of LNG
- Peter Lynch Chart of LNG
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!
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This article first appeared on GuruFocus .