Pabrai is the managing partner of the pabrai investment funds, where he primarily clones the strategies and purchases of other investors by looking at their sec required f disclosures. Pabrai worked with tellabs between 198691, first in its high speed data networking group, and then in 1989, joined its international subsidiary, working in international marketing and sales. Public companies, certain insiders, and brokerdealers are required to make regular sec filings. And from 1999 when i started to about 2007 i was paid very well. Pabrai recently presented at the value investing congress and you can read indepth notes from the event here. It is not available in paper copy format or on computer disk. Mohnish pabrai is an indianborn entrepreneur, successful value investor, author and philanthropist. I think that very few people run as concentrated as i do. Thats outperformance of 474 percentage points or 1103. Iapd investment adviser public disclosure homepage. Mohnish pabrai is a great host, he takes time to meet the attendees before the meeting. To optin for investor email alerts, please enter your email address in the field below and select at least one alert option. This act, also known as the truth in securites act was inacted to bring greater transparency to securities.
The fund reports a complete list of its holdings in regulatory filings four times in each fiscal year, at the quarter end. Pabrai adheres to a value investment philosophy, whereas he has cloned warren buffetts techniques and has applied them ever since he began investing 1994. The sec filing is a financial statement or other formal document submitted to the u. Tracking stocks in mohnish pabrais investment funds. Focus on what matters, save time, and do better work no matter what other tools you have. View mohnish pabrais profile on linkedin, the worlds largest professional community. As far is know, sec requires the companies to file the reports in xbrl format and hence you may not find the filings in pdf format. Pabrai investment fund iv lp sec form 4 filings insider trading, stock buying and selling. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide.
By the time you get to my 6th position, that accounts for 75% of the portfolio. Sep 23, 20 mohnish pabrai s longonly equity fund has returned a cumulative 517% net to investors vs. Tipranks measures the performance of mohnish pabrai. Insider trading pabrai investment fund iv lp form 4 sec.
Pabrai investment funds annual meeting notes 2014 september 21, 2014. Mohnish pabrais primary source of investment ideas is the f sec filings from other value managers he admires. I have used these filings to help me find some great investment ideas from the likes of monish pabrai, warren buffett, guy spier, charlie munger, and many more. Feb 16, 2020 mohnish pabrai is an indianborn entrepreneur, successful value investor, author and philanthropist. It is notable that this value investor, who has shunned u. Nov, 2015 tracking mohnish pabrai s portfolio q3 2015 update. Information includes fund holdings, fund sentiment, financial data, and regulatory filings including sec, lse, asx, and sgx.
The number of people attending the meeting has grown over the years. Every fund manager of a certain size has to file one every quarter and they are super easy to locate. Mohnish pabrai, managing partner of pabrai funds, has his mouth where his heart is. A bit of an investing late bloomer, pabrai is a devout follower of warren buffett, although he. How mohnish pabrai crushed the market by 1100% since 2000. In my previous job, i used file financial reports for many us companies. For 2009, pabrai s funds performed well after having a poor 2008. Latest companies and documents filed with the security and exchange commission. Since our founding in 1984, weve applied our insight and experience to organically expand into several asset classes including. Apr 20, 2020 pabrai investment fund latest breaking news, pictures, videos, and special reports from the economic times. Insider trading pabrai investment fund iv lp sec form 4.
A bit of an investing late bloomer, pabrai is a devout follower of. Sep 23, 2015 this past weekend i was in irvine to attend the annual meeting of dhandho holdings and pabrai funds. Apr 03, 2016 the following is a post of the key points of mohnish pabrais 2012 talk at the ben graham centre of value investing link below. Financial research made easier transform how you work with sec filings and earnings transcripts.
Jun 25, 2018 at pabrai funds, we have a 0% management fee, and a 6% hurdle, with a highwater mark, and then i get one quarter of above 6%. To find the filings of a particular money manager, enter the money managers name in the company name field. Mohnish pabrai is the founder and manager of the pabrai investment fund. Mohnish pabrai won the 1999 kpmg illinois high tech entrepreneur award given by kpmg, the state of illinois and the city of chicago. The llc, private funds, managed accounts, dhandho and mr. Dalal street, the fund managed by mohnish pabrai, disclosed, in a new filing with the sec, buying some more shares of horsehead holding corp. The gurus may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Detailed information include buys, sells and portfolio impact. As per the latest corporate shareholdings filed, mohnish pabrai publicly holds 6 stocks with a net worth of over rs. Dhandho fundszero fee investment products by mohnish pabrai. We do not guarantee the accuracy or completeness of information on or available through this site, and we are not responsible for inaccuracies or omissions in that information or for actions taken in reliance on that information. Mohnish pabrai sec f filings and top portfolio holdings. Dhandho holdings and pabrai funds annual meeting 2015. Free sec filing alerts and access to company filings.
Mohnish pabrai managing partner pabrai investment funds 1220 roosevelt, suite 200 irvine, ca 926203667 usa tel. View the paa quarterly company financial performance report by date. Mohnish pabrai s primary source of investment ideas is the f sec filings from other value managers he admires. The official list is published quarterly and is available for free on the secs website. The firm last filed a form d notice of exempt offering of securities on 20200316. The reporting persons disclaim beneficial ownership, within the meaning of section 16 of the exchange act, or otherwise of such portion of the common stock. Mohnish pabrais 2012 talk at the ben graham centre of value.
For the second and fourth fiscal quarters, the complete listing of the fund s holdings is available. This post is part of our series on tracking hedge fund portfolios. His stock selection style is similar to mine, except that hes more successful at it. The following is a post of the key points of mohnish pabrai s 2012 talk at the ben graham centre of value investing link below. Track stock picks and portfolios of legendary value investors such as warren buffett. For closedend funds and for filings prior to february 6, 2006, search company filings.
Mohnish pabrais 2012 talk at the ben graham centre of. Full text of the dhandho investor the low risk value method to high returns by mohnish pabrai see other formats. Iapd provides information on investment adviser firms regulated by the sec andor state securities regulators. Why mohnish pabrai likes gm, fiat, and southwest air barrons. You can search for and retrieve form f filings using the secs edgar database. The fund charges no management fee unless it gains at least 6 percent in a calendar year. Using these filings helps you see what kinds of concentrations our gurus are allocating, as well as what kind of prices they are purchasing their companies. The doddfrank act changes also created a new class of investment advisers that are generally referred to as exempt reporting advisers eras. In the uc davis class discussion, mohnish pabrai mentioned how he switched from a 10x10 model of position sizing 10 positions of about 10% each to a more diversified model after the 20082009 crisis. See the complete profile on linkedin and discover mohnishs. Mohnish pabrai s longonly equity fund has returned a cumulative 517% net to investors vs. If youre unfamiliar with tracking investments they disclose via sec filings, check out our series preface on hedge fund filings. Seth klarman and mohnish pabrais portfolio movements in.
Institutional investment manager filing this report. Dhandho holdings and pabrai funds annual meeting 2015 september 23, 2015. It is my privilege to bring you the following interview i recently conducted with value investing superstar mohnish pabrai. Next up in our series is mohnish pabrai and his pabrai investment fund.
Investment advisers act of 1940 the advisers act in a way that requires many more investment advisers to register with the u. How mohnish pabrai and charlie munger use checklist. Investors and financial professionals rely on these filings for information about companies they are evaluating for investment purposes. Instant filing notifications by email whenever any public company files an sec document. Mohnish pabrai managing partner 1220 roosevelt, suite 200 irvine, ca 92620, usa tel. The 5 stocks in mohnish pabrais portfolio matt hogan. Oct 03, 2011 mohnish pabrai is the managing partner of pabrai investment funds. He then went on to discuss how he has switched back and what he thinks the real lesson to learn was the quote is my transcription and not an exact quotation, so errors are mine.
Pabrai investment fund blogs, comments and archive news on. Berkshire hathaway warren buffett assets under management f holdings, latest news, dg filings, and investor letters provided by insider monkey. Sec and other regulatory filings investor relations. Pabrai is the managing member of the llc and the president of dhandho. Lower probability of dying in an airplane than crossing the street. Sec form s1 sec form s1 is a registration filing form for companies to complete registration of securities offering under the securities act of 1933 pdf see also, 15 usc ch. We do have between 15 and 20 names in the pabrai funds. Philanthropy growing up in new delhi and mumbai, pabrai was surrounded by both extreme poverty and wealth. An evening with mohnish pabrai pabrai funds annual meeting 2016. This past weekend i was in irvine to attend the annual meeting of dhandho holdings and pabrai funds. As per the f filing of june 30, 2011, the overall value of the reported stock investments spread over four funds stood slightly a. Portfolio holdings for mohnish pabrai companies in the mohnish pabrai portfolio as of the december 2011 quarterly f filing.
Sep 17, 2015 good investment year for pabrai funds as it lagged most hedge fund association asks sec for clearer rules on vetting investors, supports hedge fund advertising in comment letter investmentsomething the investing crowd demands in their professional life but ignores when they give to charity. Please visit our tracking stocks in mohnish pabrai s investment funds series for an idea on how his holdings have progressed over the years. Our investor relations site is for informational purposes only. Dhandho funds if you dont know investment funds, know your fund manager. Mohnish pabrai is a former tech entrepreneur and managing partner at pabrai investment funds, a family of funds.
Find the latest sec filings data for berkshire hathaway inc. The information is available to everyone and best of all its free. Tracking fhr filings of hedge funds, mutual funds, and top investors. Full text of the dhandho investor the low risk value method. Dalal street, llc track hedge funds using f filings.