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.

Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

On the Move: The 10 Fastest Growing Businesses in 2015

Fast Money: The 10 Highest Paying Fast Food Restaurants

Mixing It Up: The 14 Best Music Mashups of 2014

Rito Pls Buff: The 10 Least Played Champions in LoL Season 4

10 Covers of Popular Songs that are Better than the Originals

Must See TV: The 9 Most Anticipated Shows of 2015

The 15 Biggest Box Office Bombs of All Time

10 Things The World Can’t Stand About Americans

Picture Perfect: The 6 Smartphones with the Best Cameras

The 10 Best Countries To Work In the World

A Profitable Day At The Track: 5 Tips For Betting On Horses

Tearing You Apart: 6 Bad Habits That Ruin Relationships

Learning on the Job: The 6 Biggest Mistakes Parents Make

Shopaholics Rejoice: The 12 Biggest Malls in the World

Fright Night: 10 Horror Movies Based on True Stories

Mach Mania: The 10 Fastest Jets in the World

Military Heavyweights: The 10 Countries with the Most Tanks

All In: The 7 Richest Poker Players in the World

Abracadabra: The 10 Best Magicians in the World

The 10 Richest Asian Countries in the World in 2014

Eyes in the Sky: 10 Things You Need to Know About Drones

Rising Stars: The 6 Best Silicon Valley Startups

Military Muscle: The 5 Most Advanced Armies in South America

All that Glitters: The 7 Most Luxurious Jewelry Brands in the World

5 Things You Didn’t Know About ISIS but Should

Empowering Your Money: The 5 Best Energy Stocks to Invest In

The 11 Best Android Apps You Can’t Get on iOS

The 10 Most Important International Conflicts in 2014

Mood Enhancers: The 20 Most Uplifting Songs of all Time

Lover Beware: The 8 Countries that Cheat the Most

Breath of Fresh Air: The 25 Countries with the Best Air Quality on the Planet

Singles Beware: The 8 Worst Mistakes Made on First Dates

Healthy and Happy: The 10 Countries with Lowest Healthcare Costs

The 6 Best Company Team Building Activities to Build Workplace Camaraderie

Ships Ahoy: The 10 Busiest Shipping Ports in the World

10 Productivity Tips to Save You Time and Help You Do More With Less

Grab a Bite: The Most Popular Fast Food Restaurants in America

Friday Night Thirst: The 10 Most Popular Cocktails in the World

The 6 Greatest Unsolved Mysteries We May Never Figure Out

7 Useless Products You Never Should’ve Bought

The 5 Reasons Why You’re Single and Miserable

The 7 Most Addictive Foods in the World We Can’t Stop Eating (Even Though We Should)

5 Amazing Places You Can Swim with Dolphins

The Top 7 Most Livable Countries In The World

The 10 Most Expensive Baseball Cards Ever Pulled From A Pack

The 5 Easiest Second Languages to Learn for English Speakers

Silver Spoon: The 6 Richest Families in the World

The 20 Countries with the Largest Prison Populations in the World

The Top 10 Richest Actors in the World

The 10 Best Airline Stocks to Invest In Before They Fly Too High

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!