Francois Rochon deserves a place in a lineup of the world's best investors, but it is unlikely many readers will have heard of him. Rochon manages the Rochon Global portfolio for clients at Giverny Capital. Over the past three decades, the portfolio has produced a compound annual return of 15.3%, outperforming its benchmark by more than 5% per annum.
Q2 2021 hedge fund letters, conferences and more
From inception in 1993 to the end of 2020, Rochon Global's portfolio had produced a cumulative return of 4,969% versus its benchmark's 1,103%.
Finding Market Opportunities
The investment manager's approach is relatively straightforward. Rochon wants to own great companies in a portfolio of around 20 to 25 names. He will only buy a stock...
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