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Chris Hohn: Reinforcing Compounders While Trimming Tech & Rail Exposure
Acquirersmultiple· 2026-01-21 00:12
The latest 13F filing from TCI Fund Management offers a crisp look at how Chris Hohn continues to express a long-duration, quality-compounder equity strategy while tactically adjusting position sizes amid a more uncertain macro backdrop.TCI remains one of the cleanest expressions of global quality investing — concentrated, benchmark-agnostic, and fundamentally driven. The portfolio continues to favor high-ROIC businesses with pricing power, recurring revenues, and strong competitive moats. The latest quarte ...