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 $2,299,245,000
Change This QTR +1.01%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. ACXM 4,869,143 $98,698 +3% 4.29%
2. DGI 2,958,056 $91,611 +20% 3.98%
3. BC 1,762,014 $90,321 -12% 3.92%
4. FUL 2,003,596 $89,220 +263% 3.88%
News, Interviews and Investor Letters
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 129% in 2.5 years!! Wondering How?

Download a complete edition of our newsletter for free!