Hedge Fund - Daruma Asset Management

Mariko Gordon Bio, Returns, Net Worth

Mariko Gordon founded Daruma Capital Management in 1995 after having managed portfolios for Valenzuela Capital Management and Royce & Associates. Daruma invests in a concentrated set of long-term stocks that follow a specified list of rules with a preference for smaller-cap stocks. Daruma’s rules include a potential upside of at least 50% over the next two years (and an upside three times the size of the downside) as well as to either sell or increase the position if a stock suffers a decline.

Mariko Gordon
Fund Profile
Filling Period:
Fund Holdings Sector Distribution
Fund Name: Daruma Asset Management
Manager Mariko Gordon
Portfolio Value $2,237,257,000
Change This QTR +0.97%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. DGI 2,864,735 $97,602 -4% 4.36%
2. EFII 2,124,075 $88,680 +34% 3.96%
3. ACXM 4,717,916 $87,234 -4% 3.89%
4. SHLM 1,806,640 $87,080 +7% 3.89%
News, Interviews and Investor Letters
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