Follow the Money Managers

When I first started writing for Real Money I was one of only a handful of people tracking the quarterly filings of leading money managers. Today, tracking of 13H and 13F filings has become a national a pastime of sorts. As the filing deadline approaches, the Internet will be buzzing with articles about the buying and selling activities of Seth Klarman, David Einhorn, William Ackman and other noted investors. I will review those filings as well, but I see no need to add to the information clutter that will develop. Instead, I will focus on not so well known but still very successful value and distressed investors.

One of my new favorite managers to track is Paul Isaac of Arbiter Partners. Isaac was a born value investor. His father was an arbitrageur who worked for Max Heine and he is the nephew of the late Walter Schloss. He has put the information gathered around the dinner table to excellent use as his partnership has been racking up gains of 20% annualized since 2001. His approach is more eclectic than many other value types as he frequently shorts stocks and uses options a bit more freely than his competitors do....581 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.