9-5, Small Business Owner and Investor. Enjoy learning with the fintwit community. Like buying low stress ETF and some individual stocks in companies I like.
People on here don’t talk about Chris Hohn enough.
We hear from Tom Lee or Bill Ackman every couple hours, but almost nothing from Hohn.
And he’s one of the best living compounders:
• Founded TCI in 2003 → now ~$50B+ AUM
• ~18–20% CAGR over decades
• $18.9B gain in 2025 (largest hedge fund haul ever)
• Runs a hyper-concentrated book of “impenetrable moat” names ($V, $MCO, $CP, $GE Aerospace & more)
He recently cut $MSFT down from a 10% to a 1% position...
This guy is running one of the best hedge funds without being in the spotlight.