John Khoury
Long Pond Capital
Value
851.2M
Stocks
30 Stocks (11 new)
Turnover
23.33%
CIK
1499066
Top Holdings
COLD(8.80%) NSA(8.59%) JBGS(8.29%) TRTX(7.11%) COMP(6.21%)
About Investor
Established investor leading Long Pond Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
John Khoury Letters
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