Chris Hohn Portfolio Performance and Holdings Insights

Chris Hohn is a renowned hedge fund manager and activist investor, known for his exceptional portfolio performance and commitment to environmental and social causes.

His hedge fund, The Children's Investment Fund (TCI), has delivered impressive returns over the years, with a peak net worth of $14 billion in 2008.

Chris Hohn's investment strategy focuses on long-term value creation, often involving shareholder activism to push companies towards more sustainable practices.

TCI's activist campaigns have led to significant changes in companies such as Glencore, Petrobras, and Shell, resulting in substantial returns for investors.

For another approach, see: Mutual Fund Portfolio Analysis

Chris Hohn's investment strategy is heavily focused on environmental and social issues, with a significant portion of his portfolio dedicated to sustainable and responsible investments.

He has been actively involved in shareholder activism, using his platform to push companies to adopt more environmentally friendly and socially responsible practices.

As of 2020, his Children's Investment Fund (TCI) had a portfolio value of over $13 billion.

TCI's investment approach emphasizes active ownership, which involves working closely with companies to drive positive change and enhance long-term value.

Hohn's commitment to environmental and social issues has led to significant returns on investment, with some reports suggesting that TCI's sustainable investments have outperformed traditional benchmarks.

Hohn has been recognized for his efforts, including being named one of the world's top 100 most influential people by Time magazine.

For your interest: Chris Hohn

Chris Hohn's portfolio is a diversified mix of top-performing stocks that reflect his value investing approach. He has a keen eye for industry leaders with strong growth potential and established performance.

Here are the top five positions in his portfolio, based on the 13F form filed for Q4 2024:

These holdings showcase Chris Hohn's preference for industry leaders with strong growth prospects and established performance, reflecting his value investing approach.

Chris Hohn's portfolio is a diverse mix of top-performing companies across various sectors. His stock holdings are a testament to his keen eye for value and his ability to identify industry leaders.

GE Aerospace is one of the top investments, with a value of $7.67 billion and 20.39% of his portfolio. This highlights his focus on the global aerospace market's growth potential and industrial innovation.

Moodys Corp is another major holding, valued at $6.27 billion and making up 16.66% of his portfolio. Chris Hohn's interest in this company underscores his penchant for financial intelligence and credit ratings agencies.

Microsoft Corp is a significant holding, valued at $5.9 billion and accounting for 15.68% of his portfolio. Chris Hohn added 16.71% to this position in Q4 2024.

Visa Inc. is a stable, large-cap company with a wide moat and significant payment processing networks. It's valued at $5.31 billion and makes up 14.11% of his portfolio.

S&P Global Inc. is another financial services company in his top five holdings, valued at $5.18 billion and accounting for 13.77% of his portfolio.

Here's a breakdown of Chris Hohn's top five holdings:

Chris Hohn's investment strategy is built on a foundation of value and growth, with a focus on industry leaders and established performance.

As we explore the world of portfolio holdings, it's worth noting that companies often have connections to each other through various means.

In fact, according to the article, Linked Companies often share common board members, which can create a web of interconnected relationships within the business world.

Some notable examples of Linked Companies include ABC Inc. and DEF Corp., which have a joint venture in the tech industry.

ABC Inc. has a significant stake in DEF Corp., with a 20% ownership share.

Chris Hohn's fund management company, TCI Fund Management LTD, filed its 13F form on February 14, 2025, revealing a total portfolio value of $37.6 billion.

TCI Fund Management LTD has a diverse portfolio with 10 stocks, including General Electric CO, Moodys Corp, Microsoft Corp, Visa Inc., and S&P Global Inc.

The company's top five positions include General Electric CO with a value of $7.67 billion, Moodys Corp with a value of $6.27 billion, Microsoft Corp with a value of $5.9 billion, Visa Inc. with a value of $5.31 billion, and S&P Global Inc. with a value of $5.18 billion.

Broaden your view: Investment Portfolio Analysis

Chris Hohn's portfolio value decreased by $872 million in the current position value, from $38.5 billion to $37.6 billion.

TCI Fund Management Holdings is a value investor that uses activism when needed, and the fund has won the Eurohedge award multiple times.

Chris Hohn's investment strategy includes a focus on industry leaders within their respective sectors, reflecting a balance between growth prospects and established performance.

Here are the top five positions in Chris Hohn's portfolio:

Chris Hohn's foundation, the Children's Investment Fund Foundation (CIFF), has become a powerful force in philanthropy, with its activities backed by a $5.9 billion investment portfolio.

The foundation was founded by Hohn and his former wife 22 years ago, and has been making significant contributions to charitable causes ever since. It supports initiatives aimed at tackling climate change, slowing the transmission of HIV, and combating malnutrition in children.

Chris Hohn has built a reputation as one of the world's most fearsome activist investors through his fund TCI, which has assets of about $57 billion. He has a significant stake in companies like Alphabet and Airbus.

The investment success of TCI has made a fortune for Hohn, who is the son of a Jamaican-born car mechanic. He is ranked 32nd on this year's Sunday Times Rich List with a net worth of £6.1 billion.

CIFF's excellent investment returns have given it the financial strength and stability to make substantial long-term commitments to charitable causes. This has enabled the foundation to pledge $549 million to charitable activities in 2023, up from $491 million a year earlier.

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The performance metrics of Chris Hohn's portfolio are quite impressive. The market value of the companies in the portfolio is a staggering $773 Billion.

The portfolio's profitability is also noteworthy, with a profit margin of 30.42% over the last 4 quarters. This indicates that the companies in the portfolio are generating significant profits from their revenue.

Here are some key performance metrics of the portfolio:

These metrics suggest that the companies in the portfolio are not only profitable but also generating significant returns on equity, assets, and invested capital.

Evaluating performance over a three-year period is crucial in understanding an organization's overall progress.

A three-year performance can be broken down into three 1-year periods, with each year's performance metrics serving as a building block for the next.

In a well-designed performance metric system, each year's goals and objectives should be aligned with the overall strategic vision of the organization.

A key indicator of successful three-year performance is the achievement of consistent year-over-year growth in revenue.

For example, if an organization's revenue grew by 10% in the first year, 12% in the second year, and 15% in the third year, it would demonstrate a clear upward trend.

Another important metric to track is employee engagement and retention, as high turnover rates can negatively impact long-term performance.

A study in the "Employee Turnover" section found that organizations with high employee engagement rates tend to outperform those with low engagement rates.

In terms of specific numbers, a 5% increase in employee engagement can lead to a 2.3% increase in revenue growth.

The average metrics of companies in a portfolio can give us a good idea of their overall performance. The market value of these companies is a whopping $773 Billion.

A dividend yield of 0.72% indicates a relatively low payout to shareholders per share. This might suggest that investors are not expecting high growth from these companies.

The beta of 1.0532 indicates a moderate relationship between the price performance of these shares and the market. This means that if the market goes up, these shares will likely follow suit.

The P/E ratio of 32.98 suggests that investors are expecting moderate growth from these companies. However, a low P/E ratio could indicate that the stock is undervalued or investors aren't expecting high growth.

The number of profitable companies in the portfolio is 100, which is a good sign.

Here's a summary of the key metrics:

The PEG ratio of 227.37 suggests that these companies are not as undervalued as one might expect, given their growth rate.