Billionaire hedge fund manager Bill Ackman’s approach to portfolio management is rather simple. The founder and CEO of Pershing Square Capital Management keeps its portfolio concentrated in a small number of large-cap stocks that he buys when they are arguably trading below their intrinsic values.
Coatue Management founder Philippe Laffont has a different philosophy. Coatue’s portfolio boasts a number of high-growth stocks that appear poised to dominate emerging trends.
One company that Ackman and Laffont seem to have different views on is “Magnificent Seven” member Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG).