Aaron Rappaport’s investment fund, Longview Asset Management, is a guru in the world of guru trades. The fund has picked up shares in companies like General Dynamics, Alamo, and Alamo Cruises. However, there are some things you should know about this fund before investing in it. Read on to learn more. This article will provide you with some basic information about Longview Asset Management. Its portfolio includes the following stocks:
Longview Asset Management is an investment fund run by Aaron Rappaport
Aaron Rappaport is the Chief Compliance Officer for Longview Asset Management, a Chicago-based multi-asset investment firm. He employs intensive industry and company research to select stocks. While the fund’s portfolio is $7.44 billion, it may also include non-public assets. For further information, visit longviewaccountmanagement.com. Although the firm is not publicly traded, its employees manage funds for clients.
The Longview team is comprised of Jamie A. Star, Dan L. Drexler, Kirk Rose, and Aaron Rappaport. All are experts in the investment field. Each holds a master’s degree in business administration or finance. Rappaport is a CFA charterholder. Rappaport’s career has included a variety of positions in the financial services industry.
General Dynamics is a global aerospace and defense company. The company operates through four main segments: business jets, aircraft maintenance and management, aircraft charter, and fixed-base operator services. In addition, GD is a leading contributor to the GOP’s Point Bridge Stock Trader ETF. In other words, it’s a great stock to buy if you support President Trump’s political agenda. And while longview Asset Management holds shares of General Dynamics, there are many other reasons to buy the stock.
The company’s portfolio is comprised of both public and private investments. The company owns bonds and shares in various companies involved in the US nuclear weapons industry. This includes General Dynamics, a $7.44 billion company. The fund also owns shares of the privately-held Alamo Corporation, a company that is worth about $196 million. And while this may not sound like a great investment, Longview Asset Management’s management team believes the company’s future is in its people’s hands.
Hedge funds have been selling off General Dynamics, Inc. (NYSE:GD) in recent months, and a number of “upper crust” funds have pulled out of the stock. In the fourth quarter alone, two “upper crust” hedge funds sold their largest stakes in the stock, totaling $57.5 million. As a result, the amount of hedge funds investing in GD has dropped by 14%, and only two funds remained invested in the company.
Longview Asset Management owns 1.7 million shares of Alamo Group, Inc. (NYSE:ALG), the company that manufactures farming equipment. The firm has no change in its equity position in Alamo between the second and third quarter of 2017. Longview’s largest holdings include General Dynamics Corporation (NYSE:GD) and Alamo Group, Inc. (NYSE:ALG).
The fund is an employee-owned investment company, run by James Star. Its equity portfolio is $4.9 billion as of the third quarter of 2014, a small increase from the second quarter. Its holdings include Alamo, General Dynamics Corporation, PetSmart, Inc., and the Alamo Group. In the past quarter, Longview Asset Management increased its stake in PETM and reduced its stake in PPO. It is more suited for long-term investors rather than active traders.
Longview Asset Management owns shares of General Dynamics Corporation (NYSE:GD) and General Dynamics. Longview Asset Management holds 33 million shares of General Dynamics, which represents 0.1% of its overall portfolio. General Dynamics has seen its share price increase 17.9% since the second quarter ended. Other Longview Asset Management competitors include Navellier & Associates, Abrams Bison Investments, and Greenoaks Capital Partners.
