investment-masters

name	investment-masters
description	> Use when this capability is needed.

Investment Masters

Distill investment philosophies from 15 top fund managers into actionable frameworks.

What This Skill Does

Capability	Description
Distill Methodology	Extract core investment principles from public letters, books, interviews, and 13F filings
Track 13F Holdings	Quarterly institutional holdings from SEC EDGAR (free, public data)
Compare Masters	Side-by-side comparison of philosophies, risk management, position sizing
Map to Strategy	Show how each master's principles translate to systematic, quantifiable rules
Generate Content	Output analysis as research reports, articles, or structured notes

The 15 Masters

#	Master	Style	Key Source
1	Bridgewater (Dalio)	Risk parity / All-weather	Principles + All Weather white paper
2	Buffett	Value / Moat	60 years of shareholder letters
3	Renaissance (Simons)	Pure quant / Statistical arbitrage	The Man Who Solved the Market
4	AQR (Asness)	Factor investing / Momentum	200+ published research papers
5	Tepper	Contrarian / Extreme opportunity	2009 financial crisis bottom-fishing
6	Soros	Macro / Reflexivity	The Alchemy of Finance
7	Ackman	Concentrated / Event-driven	2020 CDS hedge, public presentations
8	Howard Marks	Cycles / Second-level thinking	The Most Important Thing + memos
9	Hillhouse (Zhang Lei)	Long-termism / China	Value
10	ARK (Wood)	Disruptive innovation	Big Ideas annual report
11	Duan Yongping	Value / 本分 / Circle of competence	Xueqiu essays, 2006 Buffett lunch
12	Peter Lynch	GARP / Invest in what you know	One Up on Wall Street
13	Druckenmiller	Macro / Concentrated asymmetric bets	Quantum Fund, Duquesne interviews
14	Liang Wenfeng (High-Flyer)	Quant / AI-driven	幻方量化 + DeepSeek
15	Linda Raschke	Short-term technical / Swing	Street Smarts, Market Wizards

How to Use

Distill a Single Master

Distill Buffett's investment methodology

The AI follows the master profile and outputs: core principles, position management, risk control, latest holdings, and strategic takeaways.

Compare Masters

Compare Dalio and Buffett on risk management

How do Soros and Marks differ on market cycles?

Track 13F Holdings

What did Bridgewater buy/sell last quarter?

13F data comes from SEC EDGAR -- free, public, updated quarterly.

Master	CIK	Filing Entity
Bridgewater	0001350694	BRIDGEWATER ASSOCIATES LP
Berkshire	0001067983	BERKSHIRE HATHAWAY INC
Appaloosa (Tepper)	0001656456	APPALOOSA MANAGEMENT LP
Pershing Square (Ackman)	0001336528	PERSHING SQUARE CAPITAL MGMT
Soros Fund	0001029160	SOROS FUND MANAGEMENT LLC
Hillhouse	0001510057	HILLHOUSE CAPITAL MGMT LTD
ARK Invest	0001803918	ARK INVESTMENT MANAGEMENT LLC

Note: Renaissance Medallion and AQR's internal funds are not in 13F (proprietary capital). AQR's registered funds file separately.

Generate Research

Write a research report on the 5 common principles across all 15 masters

Draft an article on how Marks' cycle theory applies to today's market

5 Common Principles

Despite radically different styles, all 15 masters converge on these:

1. Systems Over Intuition

Dalio built the All-weather system. Simons built quantitative models. AQR built factor frameworks. The best investors don't rely on gut feeling -- they build repeatable systems.

2. Risk Management Over Stock Picking

• Dalio: "Diversification is the holy grail of investing"
• Marks: "Risk management is not about avoiding risk, but understanding it"
• Tepper: Bets big in extremes, stays conservative otherwise
• No one survives long-term without disciplined risk control.

3. Clear Thesis + Willingness to Be Wrong

• Ackman: Every position has a clear thesis and exit criteria
• Buffett: "If you can't explain why you bought it simply, you shouldn't buy it"
• Soros: "Invest first, investigate after" -- but exits immediately when wrong
• Know why you own it. Exit when the thesis breaks.

4. Cycle Awareness

• Marks' pendulum theory
• Dalio's economic quadrants
• Tepper's panic buying
• Markets perpetually swing between excess optimism and excess pessimism.

5. Long-term > Short-term

• Buffett: "My favorite holding period is forever"
• Zhang Lei: "Long-termism isn't long-term holding, it's long-term value creation"
• Exception: Renaissance profits from short-term statistical arbitrage
• Choose your time frame and stick to it.

Data Sources

Source	Type	Access	Update Frequency
SEC EDGAR 13F	Institutional holdings	Free, public	Quarterly (45 days after quarter end)
Shareholder letters	Philosophy, outlook	Free, public	Annual
Published books	Deep methodology	One-time	N/A
Conference talks / interviews	Current views	Free (YouTube, podcasts)	Ongoing
Oaktree memos (Marks)	Cycle analysis	Free on oaktree.com	~Monthly
ARK Big Ideas	Innovation thesis	Free on ark-invest.com	Annual

Update Schedule

• 13F holdings: Quarterly (Feb/May/Aug/Nov, ~45 days after quarter end)
• Important letters/memos: Event-driven, as published
• New masters: Can be added on request

Related

• AlphaGBM Skills -- 26 AI skills for options intelligence with real market data

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Built by AlphaGBM -- Investment intelligence informed by the world's best investors.

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Source: AlphaGBM/investment-masters — distributed by TomeVault.