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.

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