Date updated:08-13-2008
As of 3-31-08 filing.
New Positions: CDNS, CA, QSFT
Sold Out: BBBY, CMCSA, URI, MCO
Ahmet Okumus founded Okumus Capital in 1997 and has served as President and Portfolio Manager since its formation. He heads the research and trading team and also provides leadership and strategic direction for the firm.
Ahmet is a staunch disciple of the Graham and Dodd style of value investing. Ahmet, over the last 17 years, has applied the principles of deep value investing in his research, security analysis and stock selection. His track record has consistently been at the very top of all US equity managers.
He set up his first hedge fund, Okumus Opportunity Fund, in 1997. This fund has compounded at nearly 35% net per year since inception. None of the funds managed by Okumus Capital have experienced a down year in their history.
His talent has been recognized by financial media and he was featured as one of America's top stock investors in Jack Schwager’s book “Stock Market Wizards”. 100% of Ahmet’s net worth is invested in the funds managed by the firm. He is the largest investor in the funds and his investment represents approximately 20% of the firm assets which is in excess of $800M.
Ahmet Okumus

-
CDNS
Cadence Design Sy - $6.02
- +0.33%
- $5.96
No Analysis added

-
MHP
Mcgraw Hill Cos T - $29.32
- -0.48%
- $29.40
No Analysis added

-
LTD
Limited Brands In - $18.18
- +1.62%
- $17.69
No Analysis added

-
ODP
Office Depot Inc - $6.01
- +2.56%
- $5.80
No Analysis added

-
ARB
Arbitron Inc - $22.50
- +1.86%
- $21.85
No Analysis added

-
PZZA
Papa John's Inter - $23.11
- -0.56%
- $23.24
No Analysis added

-
M
Macy's Inc - $19.18
- +6.44%
- $18.47
No Analysis added

-
SHOO
Steven Madden - $37.75
- -3.21%
- $38.72
No Analysis added
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01/17/2008 21:25 PM CST Asked by deedeedum
like your portfolio.
AVID V4s
06/01/2007 20:17 PM CDT Asked by alphawg
NICE PORTFOLIO.