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Energy Stocks Dominate Billionaire Gottesman’s Top Picks Including Cheniere Energy, Inc. (LNG), Halliburton Company (HAL)

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Noam Gottesman is a hedge fund billionaire who co-founded GLG Partners in 1995 under the Lehman Brothers International (Europe). According to Forbes real-time net worth calculator, Mr. Gottesman ranks 318 on the list of the richest billionaires in the United States with a net worth of $2.1 billion. Man Group PLC bought GLG Partners in 2010 for $1.6 billion and Gottesman subsequently stepped down from the CEO post. GLG Partners offers investment services under the leadership of two co-CEOs, Teun Johnston and Mark Jones. The investment firm focuses towards alternative and long-only investment opportunities. In the recent 13F filing of GLG Partners, the firm reported a public equity portfolio with $3.86 billion worth of holdings, with its primary investment sectors being finance, information technology, and healthcare. While analyzing the equity portfolio of GLG Partners, we discovered that the firm had three energy stocks in its top ten stock holdings, with them being Cheniere Energy, Inc. (NYSEMKT:LNG), Halliburton Company (NYSE:HAL), and NextEra Energy Inc (NYSE:NEE). We’ll discuss these positions in detail in this article.

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We don’t just track the latest moves of funds. We are, in fact, more interested in their 13F filings, which we use to determine the top 15 small-cap stocks held by the funds we track. We gather and share this information based on 16 years of research, with backtests for the period between 1999 and 2012 and forward testing for the last 2.5 years. The results of our analysis show that these 15 most popular small-cap picks have a great potential to outperform the market, beating the S&P 500 Total Return Index by nearly one percentage point per month in backtests. Moreover, since the beginning of forward testing in August 2012, the strategy worked brilliantly, outperforming the market every year and returning 118%, which is more than 60 percentage points higher than the returns of the S&P 500 ETF (SPY) (see more details).

Noam Gottesman
Noam Gottesman
GLG Partners

Cheniere Energy, Inc. (NYSEMKT:LNG) is the top equity investment of GLG Partners, which reported ownerhsip of 1.05 million shares worth $72.54 million. The investment firm boosted its stake in the energy company by 49% in comparison to the previous quarter. Carl Icahn of Icahn Capital LP has shown interest in Cheniere Energy, Inc. (NYSEMKT:LNG), with the hedge fund reporting ownership of 19.35 million shares of the company. The stake represents 8.18% of the overall outstanding common shares of the liquefied natural gas company. Cheniere Energy, Inc. has attracted investments from 76 hedge funds in our database, holding aggregate positions worth $9.00 billion. The shares of Cheniere Energy declined 10% during the second quarter, contributing towards an overall drop of 7.70% in aggregate investments during the second quarter. Seth Klarman’s Baupost Group was the largest shareholder of Cheniere Energy, Inc. (NYSEMKT:LNG) in our database as of June 30, holding 15.37 million shares valued at $1.06 billion. Viking Global, led by Andreas Halvorsen, was among the hedge funds cutting their stake in the company during the second quarter. The investment manager dropped 4.12 million shares of Cheniere Energy, closing the quarter with ownership of 11.32 million shares having a market value of $784.33 million.

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