Columbus Circle Investors began life in 1975 and has since grown to become a $15 billion institutional money manager. The firm runs seven strategies one of which is the $1 billion CCI Healthcare strategy. According to a 2016 interview with the Columbus Circle Investors Healthcare team published in the Hedge Fund Journal, CCI Healthcare “identifies companies undergoing change, where that change is not appreciated by investors.” More specifically, the team aims to “identify change that can be thematic or company-specific that leads, on the long side, to accelerating sales, improving gross margins and cash-flows and where investors do not realize the…
Columbus Circle Investors Sees Amazon Risk For Healthcare Supply Chain Companies
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk