6 Interesting Picks From Top Professional Investors

By FAF Research:In this article I describe stocks I found interesting from Greenlight Capital's portfolio and explain some facts about each company. Greenlight is the hedge fund that David Einhorn started in 1994 with just $300,000 and now has more than 5 billion in assets under management. David Einhorn is one of the most successful long/short equity hedge fund managers of the past decade. David Einhorn's Greenlight Capital returned 15.9% in 2010, and 21.5% since its inception in 1996.

By FAF Research:I like to analyze what professional money managers are doing with their portfolios. As Ben Graham said, an investment operation is one which, upon thorough analysis, promises safety of principal and satisfactory return. Operations not meeting these requirements are speculative. I research very carefully each stock that I think of adding to my portfolio. One starting point is evaluating what hedge fund managers are doing with their money.

By FAF Research:I employ a bottom-up approach to stock selection, focusing on fundamental analysis that emphasizes a thorough understanding of the company, its prospects, its competitive environment, and whether the stock can be purchased at a reasonable price. I like to invest in companies familiar to me, or whose products are relatively easy to understand. The more familiar I am with a company, the better I understand the business and its competitive nature.

By FAF Research:In this article I analyze John Burbank's Passport Capital, a $4.6 billion long/short hedge fund. According to HedgeFundLetters, Passport identifies several macro-trends then utilizes a bottoms-up value orientation for security selection within his top-down analysis. I got Passport's portfolio via Gurufocus.

Power Hedge submits: It is understandable for investors to feel as though they are suffering from information overload. There are literally thousands of stocks and bonds trading on exchanges all over the world, thousands of mutual funds, and thousands more etfs. It can be very difficult to perform research on all the companies in an industry in a time-effective manner.

U.S. Global Investments Inc. (GROW) is a mutual fund company based in San Antonio, Texas that provides mutual funds that invest in gold, natural resources, and emerging markets. The stock was a high flyer in the recent past having traded as high as $30 per share back in 2007. The company got hit with a succession of bad news that drove the stock down to below $6 a share recently. However I think several things have now changed in the company’s favor that might interest some investors.

By FAF Research:David Alan Tepper is the founder of Appaloosa Management, which is a $3 billion hedge fund investment firm based in Chatham, N.J., just west of New York City. David Tepper started investing at a very young age. He initially became interested in the stock market watching his father trade stocks in his hometown of Pittsburgh. Today, as founder of Appaloosa Management, Tepper has earned an international reputation for producing some of the highest returns amongst fund managers on Wall Street.