Chris Hohn's TCI Fund Management, despite only owning 10 stocks, demonstrates substantial conviction in each investment, marking a notable trend among billionaire hedge fund managers.
Hohn's philanthropic approach sets him apart from many of his peers. By dedicating a portion of his fund’s management fees to charity, his investment strategy reflects long-term commitment to social responsibility.
In Q3 2024, TCI Fund Management showed strategic shifts, reducing its stake in Canadian National Railway while aggressively increasing its investment in Microsoft, reflecting confidence in tech growth.
The TCI Fund Management’s top three holdings accounted for nearly 50% of the portfolio, emphasizing a concentrated investment strategy focused on stability and potential financial growth.
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