Great investors in history: Julian Robertson

Julian Robertson’s success demonstrates the importance of doing your research on a company.

Dr Matthew Partridge
By
published
in Features

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Robertson was born in 1932 in North Carolina. He briefly served in the US Navy before joining investment bank Kidder, Peabody & Co, where he rose to head the asset management division. He started Tiger Management, a hedge fund, in 1980. He closed the fund 20 years later and currently manages his own money, including providing seed capital for many successful hedge funds (collectively dubbed the "Tiger Cubs").

What is his strategy?

Did this work?

This led to investors pulling their money out and by the time he closed the fund, assets under management had shrunk to $6bn. Some investors who put their money with him in the mid-1990s would lose money overall, but those who started out at the beginning would have made an annual return of 25%.

What were his biggest successes?

What lessons are there for investors?

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Dr Matthew Partridge
Dr Matthew Partridge
Shares editor, MoneyWeek

Matthew graduated from the University of Durham in 2004; he then gained an MSc, followed by a PhD at the London School of Economics.

He has previously written for a wide range of publications, including the Guardian and the Economist, and also helped to run a newsletter on terrorism. He has spent time at Lehman Brothers, Citigroup and the consultancy Lombard Street Research.

Matthew is the author of Superinvestors: Lessons from the greatest investors in history, published by Harriman House, which has been translated into several languages. His second book, Investing Explained: The Accessible Guide to Building an Investment Portfolio, is published by Kogan Page.

As senior writer, he writes the shares and politics & economics pages, as well as weekly Blowing It and Great Frauds in History columns He also writes a fortnightly reviews page and trading tips, as well as regular cover stories and multi-page investment focus features.

Follow Matthew on Twitter: @DrMatthewPartri

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