억만장자 데이비드 테퍼가 추천하는 10개 미국 주식들

2021.06.18

distressed bond~재정적으로 어려움을 겪는 회사나 국가의 채권 또는 파산 상태의 채권

MU 76.95 -3.69 -4.58% : Micron Technology, Inc. - Yahoo Finance

 

10 Best Dividend Stocks to Buy According to Billionaire David Tepper

억만장자 데이비드 테퍼가 추천하는 10개 미국 주식들

아팔루사 펀드는 아래 4개 기술주 투자 비중이 높으나, 그밖에 배당주에도 투자를 한다는 기사입니다.

 

In this article we take a look at the 10 best dividend stocks to buy based on billionaire David Tepper's Q1 portfolio. You can skip our detailed analysis of Tepper's history and his hedge fund's returns to go directly to 5 Best Dividend Stocks to Buy According to Billionaire David Tepper.

억만장자 데이비드 테퍼가 추천하는 10개 미국 배당주 주식들

 

Currently ranked as the 258th richest person in the world, billionaire David Tepper heads Appaloosa Management LP, based in Florida. The American billionaire and businessman also owns the Carolina Panthers of the National Football League. His educational career lists a bachelor’s degree in Economics from the University of Pittsburgh, which is completed in 1978, alongside an MBA from Carnegie Mellon University. Carnegie Mellon also happens to have named their business school after Tepper, who donated $67 million to the university in 2013.

In 2012, Institutional Investor’s Alpha ranked Tepper’s $2.2 billion paycheck as the world’s highest for any hedge fund manager. Tepper also ranked third on Forbes’ “The Highest-Earning Hedge Fund Managers 2018,” by virtue of his annual earnings worth $1.5 billion. His success in life has translated into the same being true when it comes to his fund’s fortune.

전세계 258위 부자인 데이비드 테퍼는 아팔루사 매지지먼트 대표이며 내셔널 풋볼리그 팀인 캐롤리나 팬서스을

소유하고 있다.

1978년 피츠버그 대학교 경제학과를 졸업했고 카네기 멜론 대학교 MBA 출신이다.

테퍼가 2013년에 67백만달러를 카네기대에 기부한후 경여학 과정을 '테퍼'로 명명하였다.

2012년에는 펀드 매지저로서 가장 많은 22억달러의 연봉을 기록하였다.

2018년 연봉 15억달러를 수령하면서 포브스 선정 가장 높은 연봉 3위에 기록.

그의 성공은 그가 운영하는 펀드의 성과로 나타냈다.

 

After Appaloosa Management’s establishment, by 2001 he had generated 61% in returns by simply prioritizing distressed bonds. Tepper’s distress investment strategy seems to be riskier than most in the field, as he has a track record for buying shares in shaky companies like MCI Inc., Mirant, and Conseco. Tepper apparently likes to “keep the market on the edge,” and believes that investors should not go off of what’s being said in the news about risky stocks, as both markets and people adapt. Tepper’s fund focuses mostly on global public equity and fixed income markets.

아팔루사 매니지먼트는 파산 상태의 채권만으로 2001년 61%의 수익률을 거뒀다.

 

Appaloosa Management made $7 billion through the purchase of distressed financial stocks in 2009, profiting from their recovery. The fund’s portfolio value stands at $6.9 billion, and as of the end of the first quarter of 2021, its major holdings include big-name companies like Micron Technology, Inc. (NASDAQ: MU), Amazon.com, Inc. (NASDAQ: AMZN), Facebook, Inc. (NASDAQ: FB), and Alphabet Inc (NASDAQ: GOOG).

2009년 아팔루사는 재정적으로 위험한 주식에 투자하여 70억달러를 벌었다.

아팔루사 규모는 69억달러이고 2021년1분기말 보유 주식은 마이크론, 아마존. 페이스북과 알파벳(구글)등이다.

 

Tepper increased his stake in Amazon.com, Inc. (NASDAQ: AMZN) as of Q420 by 40%, and the stock now takes up 8.26% of Appaloosa Management’s portfolio. Appaloosa Management also has a $536 million stake in Facebook, Inc. (NASDAQ: FB) as of the end of the first quarter. Micron Technology, Inc. (NASDAQ: MU) is the biggest holding of David Tepper as of the first quarter, as his hedge fund has a $642 million stake in the chips company. The hedge fund also owns a $478 million stake in Alphabet Inc (NASDAQ: GOOG).

아팔루사는 2020년4분기에 아마존 주식을 40%늘려서 현재는 전체 펀드에서 차지하는 비율이 8.26%가 되었다.

2021년1분기말 페이스북 주식은 5.36억달러어치 보유.

아팔루사의 보유 주식중 가장 많은 주식은 마이크론으로 6.42억달러어치 보유.

알파벳은 4.78억달러어치 보유.

 

Tepper is an exception in an industry that is reeling from losses. The entire hedge fund industry is feeling the reverberations of the changing financial landscape. Its reputation has been tarnished in the last decade, during which its hedged returns couldn’t keep up with the unhedged returns of the market indices.

 

On the other hand, Insider Monkey’s research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 124 percentage points since March 2017. Between March 2017 and February 26th 2021 our monthly newsletter’s stock picks returned 197.2%, vs. 72.4% for the SPY. Our stock picks outperformed the market by more than 124 percentage points (see the details here). We were also able to identify in advance a select group of hedge fund holdings that significantly underperformed the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 16th. That’s why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to. You can subscribe to our free newsletter on our homepage to receive our stories in your inbox.

 

But apart from these four above, Appaloosa Management has also shown a tendency of investing in dividend stocks, with quite a few of its holdings being dividend-yielders. Notable examples include HCA Healthcare, Inc. (NYSE: HCA), Emerson Electric Co. (NYSE: EMR), and Energy Transfer LP (NYSE: ET). Based on Tepper’s investment strategy and current holdings, we have managed to thus create a list of the 10 best dividend stocks to buy according to billionaire David Tepper, which includes names like HCA Healthcare, Inc. (NYSE: HCA), among others. The stocks have been selected from Tepper’s 13F holdings of Q1 and ranked on the basis of their dividend yield. To go through our entire list of the best dividend stocks to invest in as of now, read ahead.

위 4개의 기술주외에 아팔루사는 소규모이지만 배당주에도 투자를 한다.