Valley Forge Capital Management, established by Dev Kantesaria in 2007, has grown to manage $4.54 billion. Transitioning from a potential medical career, Kantesaria found his passion in investment, launching the hedge fund with only $300,000. Despite its concentrated portfolio of just eight stocks, where the top three represent 71% of the holdings, the fund has consistently outperformed the S&P 500, boasting nearly 15% annual returns over 17 years. This strategy highlights focused investment in stocks like Fair Isaac, a company critical to consumer credit scoring.
Kantesaria's concentrated portfolio approach has proven successful, with Valley Forge achieving annual returns close to 15%, surpassing the S&P 500 by over five percentage points.
The hedge fund manager has built a significant portfolio around just eight stocks, with his top three holdings making up a substantial 71% of the total assets.
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