Joel Greenblatt (born December 13, 1957) is an American academic, hedge fund manager, investor, and writer. He is a value investor, alumnus of the Wharton School of the University of Pennsylvania, and adjunct professor at the Columbia University Graduate School of Business. He runs Gotham Funds with his partner, Robert Goldstein. He is the former chairman of the board of Alliant Techsystems (1994–1995) and founder of the New York Securities Auction Corporation. He is also a director at Pzena Investment Management, a firm specializing in value investing and asset management for high-net worth clients. The Gotham Funds are a series of long/short equity hedge funds available in mutual fund form. The funds are managed by Gotham Asset Management led by Joel Greenblatt and Robert Goldstein, who have over 50 years of combined hedge fund management experience. All of the Gotham Funds share the same investment philosophy, process and research used by Gotham Asset Management’s private funds. The Gotham Funds are not a diluted version of our institutional offerings.
| Stock | Dividend score | HGI score | Levermann score | Weight | |
|---|---|---|---|---|---|
|
SPY
STATE STR SPDR S&P 500 ETF T
|
19.80%
|
||||
|
1.93%
|
|||||
|
1.87%
|
|||||
|
GSPY
TIDAL TRUST I
|
1.60%
|
||||
|
IVV
ISHARES TR
|
0.78%
|
||||
|
0.61%
|
|||||
|
0.47%
|
|||||
|
0.46%
|
|||||
|
VOO
VANGUARD INDEX FDS
|
0.46%
|
||||
|
VTV
VANGUARD INDEX FDS
|
0.44%
|
||||
|
SGOV
ISHARES TR
|
0.37%
|
||||
|
0.34%
|
|||||
|
SANDISK
SANDISK CORP
|
0.33%
|
||||
|
0.32%
|
|||||
|
0.31%
|
|||||
|
0.31%
|
|||||
|
0.30%
|
|||||
|
IWV
ISHARES TR
|
0.29%
|
||||
|
IEFA
ISHARES TR
|
0.29%
|
||||
|
0.29%
|
|||||
|
GVLU
TIDAL TRUST I
|
0.28%
|
||||
|
LAM
LAM RESEARCH CORP
|
0.28%
|
||||
|
QQQ
INVESCO QQQ TR
|
0.28%
|
||||
|
0.26%
|
|||||
|
0.26%
|
|||||
|
0.25%
|
|||||
|
0.25%
|
|||||
|
0.24%
|
|||||
|
IEMG
ISHARES INC
|
0.24%
|
||||
|
Other positions
|
66.10%
|