Julian Robertson’s New Stock Picks $AMAP $CXO $SIRI $TAOM $TEVA

Legendary investor Julian Robertson doesn’t manage tens of billions of dollars and employ bright analysts anymore. He still follows the market and receives stock tips from his “Tiger cubs”. He stopped managing money for his clients more than 10 years ago, but he is still widely followed in the media and his comments attract a lot of attention. Robertson’s stellar track record is to credit. Julian Robertson returned 31.7% per year after fees between 1980 and 1998, beating S&P 500’s 12.7% annual return by a huge margin. He performed terribly in 1999 and 2000 and his overall return went down to 26%.

TIGER MANAGEMENT

Robertson initiated positions in 5 stocks in the second quarter. He has about $9 Million in AutoNavi Holdings (AMAP), $16 Million in Concho Resources (CXO), about 200K in Sirius XM Radio (SIRI), $500K in Taomee Holdings (TAOM), and about $17.5 Million in Teva Pharmaceuticals (TEVA).