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Independent Franchise Partners Llp - Hassan Ahmed Elmasry

Independent Franchise Partners Llp a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Hassan Ahmed Elmasry

Hassan Ahmed Elmasry
Independent Franchise Partners Llp

Hedge Fund Manager
Ranked #26 out of 487 Hedge Fund Managers

Portfolio Gain

+162.57%
Since Jan 2016

Sharpe Ratio

3.59
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$11.76B
Hassan Ahmed Elmasry manages more assets than 80% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+19.59%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
28.44% Communication Services
14.36% Financial
13.22% Industrial Goods
12.54% Consumer Cyclical
10.83% Healthcare
10.50% Technology
4.99% Basic Materials
4.61% Consumer Defensive
A breakdown of Independent Franchise Partners Llp's portfolio by sector

Independent Franchise Partners Llp Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Aon
Reduced
Financial
$310.94
($284.85-$337.02)
+6.29%
-4.59%
562.65M
4.77%
Bristol-Myers Squibb
Reduced
Healthcare
$53.16
($48.25-$58.06)
-3.67%
-4.64%
721.68M
5.99%
eBay
Reduced
Consumer Cyclical
$40.72
($37.17-$44.27)
+15.12%
-4.66%
435.34M
3.68%
Electronic Arts
Reduced
Communication Services
$131.03
($118.60-$143.47)
-8.05%
-4.68%
587.59M
4.99%
The Estée Lauder Companies
Reduced
Consumer Cyclical
$126.70
($102.22-$151.19)
-0.54%
-4.70%
359.50M
3.04%
Intercontinental Exchange
Reduced
Financial
$116.83
($104.49-$129.16)
+2.32%
-4.74%
778.98M
6.60%
Johnson & Johnson
Reduced
Healthcare
$152.49
($144.95-$160.02)
-6.31%
-4.72%
360.94M
3.04%
S&P Global
Reduced
Financial
$392.11
($340.49-$443.72)
-5.97%
-27.64%
351.77M
2.98%
New York Times
Reduced
Communication Services
$44.63
($39.73-$49.54)
-14.29%
-6.60%
88.29M
0.75%
News Corp
Reduced
Communication Services
$22.03
($19.25-$24.81)
-1.75%
-4.23%
738.02M
6.25%
See a list of Independent Franchise Partners Llp's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Independent Franchise Partners Llp's performance with other Hedge Funds and the S&P 500

Independent Franchise Partners Llp activity FAQ

What is Independent Franchise Partners Llp’s portfolio gain since Jun 2013?
Independent Franchise Partners Llp’s portfolio gain since Jun 2013 was 162.57%.
    What is Independent Franchise Partners Llp’s Sharpe Ratio?
    Independent Franchise Partners Llp’s Sharpe Ratio is 3.59.
      What is Independent Franchise Partners Llp’s portfolio value?
      Independent Franchise Partners Llp’s portfolio value is $11.76B.
        What is Independent Franchise Partners Llp’s average return since the fund’s last 13F filing?
        Independent Franchise Partners Llp’s average return since the fund’s last 13F filing is -0.20%.
          What was Independent Franchise Partners Llp’s average return in the last 12 months?
          Independent Franchise Partners Llp’s average return in the last 12 months was 8.88%.
            What was Independent Franchise Partners Llp’s average return in the last 3 years?
            Independent Franchise Partners Llp’s average return in the last 3 years was 19.59%.
              When was the most recent most recent 13F form submitted by Independent Franchise Partners Llp?
              Independent Franchise Partners Llp's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Hassan Ahmed Elmasry Net Worth?
                  Hassan Ahmed Elmasry is Managing Independent Franchise Partners Llp which has a net worth of $11.76B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Hassan Ahmed Elmasry and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.