Richard Driehaus’ Long-Term Stock Picks

Richard H. Driehaus is the founder and chairman of Driehaus Capital Management, a Chicago-based independent investment adviser, registered with the U.S. Securities and Exchange Commission (SEC). The Firm’s niche is that of a smaller, performance-oriented investment adviser with the resources of a much larger organization. The Firm, with approximately $8 billion in assets under management, has a diverse group of institutional clients, including corporate pensions, endowments, foundations, and family offices. In the year 2000, he was named Barron’s “All-Century” team of the 25 individuals who have been the most influential within the mutual fund industry over the past 100 years.

Richard Driehaus

Below we compiled a list of stocks that Richard Driehaus has been holding since the beginning of this year. These are Driehaus’s holdings with at least $26 Million invested at the end of June.

Ford Motor Company is an American multinational automaker based in Dearborn, Michigan, a suburb of Detroit. It lost 32.99% since the beginning of this year. It has a market cap of $43.66 billion and a P/E ratio of 6.62. Richard Driehaus had $42 million invested in F shares. Ken Heebner initiated a brand new $230 million position in F during the second quarter. Bill Miller held a $112 million position in F at the end of June (see Bill Miller’s top picks).

IPG Photonics is a manufacturer of fiber lasers and fiber amplifiers. The company developed and commercialized optical fiber lasers. IPG’s fiber lasers are used in a variety of applications including materials processing, medical applications and telecommunications. It returned 75.43% since the beginning of this year. It has a market cap of $2.50 billion and a P/E ratio of 27.05. Richard Driehaus had $32 million invested in IPGP shares. Louis Navellier also held a more than $1 million position in IPGP shares at the end of June.

DSW Inc. is a speciality branded footwear retailer, headquartered in Columbus, Ohio. It returned 39.72% since the beginning of this year. It has a market cap of $1.98 billion and a P/E ratio of 12.97. Richard Driehaus had $31 million invested in DSW shares. D.E Shaw initiated a brand new $22 million position in DSW during the second quarter. Jim Simon also held a $53 million position in DSW at the end of June (see Jim Simon’s portfolio).

Green Mountain Coffee Roasters is a publicly-traded brand of coffee based at Waterbury in the U.S. state of Vermont. The brand specializes in organic, fair trade, and specialty gourmet coffees. It returned 167.31% since the beginning of this year. It has a market cap of $12.42 billion and a P/E ratio of 78.45. Richard Driehaus had $29 million invested in GMCR shares. Steven Cohen also had nearly $100 million invested in GMCR at the end of June.

B/E Aerospace, Inc. is an S&P 400 and NASDAQ listed manufacturer of aircraft cabin parts, including passenger and crew seats, oxygen delivery systems, kitchens and lavatories for commercial airliners. It lost 8.33% since the beginning of this year. It has a market cap of $3.50 billion and a P/E ratio of 19.48. Richard Driehaus had $29 million invested in BEAV shares. Ken Griffin largely increased his holding of BEAV by 18-fold during the second quarter and held a position of $18 million at the end of June.

Lear Corporation, headquartered in Southfield, Michigan, USA is a Fortune 500 company, engaged in the business of manufacturing and distribution of automotive interiors systems. It lost 2.18% since the beginning of this year. It has a market cap of $4.96 billion and a P/E ratio of 9.45. Richard Driehaus had $27 million invested in LEA shares. John Paulson held a $225 million position in LEA at the end of June.

IMAX Corporation is a Canadian theatre company which designs and manufactures IMAX cameras and projection systems as well as film development, production, post production and distribution to IMAX affiliated theaters worldwide. It lost 38.95% since the beginning of this year. It has a market cap of $1.08 billion and a P/E ratio of 18.40. Richard Driehaus had $26 million invested in IMAX shares. Jim Simons also had $6 million invested in IMAX at the end of June.

Deckers Outdoor Corporation is a footwear manufacturer based in Goleta, California, United States. It returned 30.94% since the beginning of this year. It has a market cap of $4.02 billion and a P/E ratio of 28.76. Richard Driehaus had $26 million invested in DECK shares. Ken Griffin increased his holding of DECK by 4-fold during the second quarter and held a position of $12 million at the end of June.

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

10 Best States To Practice Medicine

The 10 Best States to Have a Business

The 12 Most Expensive Apple (AAPL) Apps in the Market

The 10 Richest Billionaires in the World

10 Biggest Kickstarter Failures

The 10 Best Places to Work At

The Top 10 of Google Inc (GOOGL)’s Most Expensive Acquisitions

13 Best Cities to Visit in South America

10 Most Expensive Works of Art of All Time

The 10 Richest Banks in the World

The 10 Best-Paying Jobs in America (2014)

7 Most Expensive Foods in the World

The World’s Top 10 Earning Authors

Five Wicked and Very Expensive Items (and Other “Stuff”) Sold on eBay

10 Biggest Celebrity Bankruptcies

The Top 10 Highest Paid CEOs in 2014

The 10 Most Expensive Real Estate Cities in America

10 Most Expensive States To Live In America

The 10 Best Airlines in the World

The 10 Best-Selling Cars in 2014

The 10 Best Industries to Invest In

The 10 Most Expensive States to Own a Car In

Top 10 Business Schools in US: 2014 Rankings

Top 20 Female Billionaires in 2014

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top 6 Tax Scams and How to Protect Yourself

Top Businesses to Invest In

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!