# Alphagbm Investment Masters Investment Masters > Investment Masters - Skill: `tomevault-io/alphagbm-investment-masters-investment-masters` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/alphagbm-investment-masters-investment-masters` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/alphagbm-investment-masters-investment-masters/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/alphagbm-investment-masters-investment-masters --- # 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](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=13F) -- 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](https://github.com/AlphaGBM/skills) -- 26 AI skills for options intelligence with real market data --- *Built by [AlphaGBM](https://alphagbm.com) -- Investment intelligence informed by the world's best investors.* --- > Source: [AlphaGBM/investment-masters](https://github.com/AlphaGBM/investment-masters) — distributed by [TomeVault](https://tomevault.io).