Scott Ferguson
Sachem Head Capital Management
Value
4.3B
Stocks
20 Stocks (6 new)
Turnover
42.88%
CIK
1582090
Top Holdings
SATS(13.32%) TLN(8.79%) TWLO(7.65%) GDS(7.61%) PFGC(7.06%)
About Investor
Established investor leading Sachem Head Capital Management, 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.
Scott Ferguson Letters
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