Top 7 Stocks to Buy According to Alexis Fortune's Blacksheep Fund Management
In this article, we reviewed Alexis Fortune's investment philosophy and portfolio management strategies.
Blacksheep Fund Management is an investment fund overseeing assets exceeding US$236 million for investors. Blacksheep's primary investments are in KKR, Google parent Alphabet, and Amazon.com.
Alexis Fortune presently serves as the Chief Investment Officer at Blacksheep Fund Management, drawing from prior experiences at Bain Capital, and PilotRock Investment Partners. Alexis Fortune obtained an MFE in Economics from the University of Oxford during the years 2007 to 2008.
In their recent 13F filing for the fourth quarter of 2023, Blacksheep Fund Management disclosed managing $252,693,253 in 13F securities. The filing also indicated a top-10 holdings concentration of 100%. The most substantial holding in Blacksheep Fund Management's portfolio is Brookfield Corporation, with a total of 2,537,384 shares held.
