Hedge Fund - Gotham Asset Management

Founded in 2008, Gotham Asset Management is a New York-based hedge fund led by Co-CIOs Joel Greenblatt and Robert Goldstein. With over 50 years of combined experience, Gotham specializes in value-oriented strategies, managing long/short and long-only equity portfolios for institutional investors like pensions, endowments, and family offices. They offer alternative mutual funds with lower fees, employing rigorous research to buy undervalued stocks and short overvalued ones across US large and mid-cap companies.

Joel Greenblatt is an American academic, investor, hedge fund manager, and author known for his value investing principles. A graduate of the Wharton School at the University of Pennsylvania, he currently serves as an adjunct professor at the Columbia University Graduate School of Business. Alongside his partner, Robert Goldstein, Greenblatt operates Gotham Asset Management. Previously, he chaired the board of Alliant Techsystems (1994–1995) and founded the New York Securities Auction Corporation. Greenblatt also served as a director at Pzena Investment Management, specializing in value investing and asset management for high net worth clients.

Gotham Asset Management is a hedge fund managing discretionary assets totaling $6,306,841,348, as reported in its Form ADV on March 2024. Serving 67 clients, their latest 13F filing for Q1 2024 disclosed $6,621,753,553 in managed 13F securities, with a top 10 holdings concentration of 24.54%. The largest holding in Gotham Asset Management's portfolio is SPDR S&P 500 ETF Trust, with 1,248,759 shares held.