The questions every smart investor asks before subscribing.
We track the world's most successful and influential investors — people like Paul Singer (Elliott Management), Carl Icahn, Bill Ackman, Stanley Druckenmiller, David Einhorn, and others. When one of these investors makes a high-conviction move — taking a large activist stake, launching a public campaign, or building a significant position — we research the thesis and alert our subscribers.
You get a research note explaining who the investor is, what they're buying, why they're buying it, what catalyst they're driving, and how we think it plays out. You then decide whether to follow along in your own account, on your own terms.
When the catalyst plays out and we believe the campaign has run its course, we alert you to exit. We've been refining this approach for nearly a decade.
We've completed 47 exited campaigns over the past decade. The average gain across all 47 exited campaigns — winners and losers — is +39.8% with an average holding period of 2.5 years.
Of those 47, 32 were winners (averaging +75%) and 15 were losses (averaging -36%). The math works because our winners are 2x the size of our losses — an asymmetric return profile that mirrors how the billionaire investors we follow approach their own capital.
Every campaign is on our Track Record page.
We typically maintain 20-25 open positions at any given time. We add new positions as opportunities arise and exit positions when the catalyst plays out or the billionaire investor we followed has exited.
You should expect to hear from Bryan at least once a week — either with a new target stock, an update on existing holdings, or market analysis through the daily Pro Perspectives notes.
When we identify a new opportunity, you receive a research note delivered directly to your email. The note includes the company, the billionaire investor, the thesis, the catalyst, and clear entry guidance.
When a campaign has played out — either the catalyst has been realized or the investor we followed has exited — we send an exit alert with the same level of detail.
Between entries and exits, you receive regular updates on active positions as developments unfold. You'll never be left wondering what's happening with a position.
That's actually the point. Our research notes are written in plain English — no jargon, no financial engineering. Bryan explains the thesis in common sense terms: who the billionaire is, what they're doing, why it creates an opportunity, and what to do.
You're not doing the analysis. The billionaire investor has done the analysis. Bryan does the homework of identifying the opportunity, researching the thesis, and filtering for the best risk/reward. You follow the lead.
Completely legal. We follow publicly disclosed positions. When large investors accumulate significant stakes in public companies, they are required by law to file with the SEC:
13F filings — quarterly disclosures of holdings for institutional investors managing over $100 million. 13D filings — required when an investor acquires more than 5% of a company with the intent to influence management. Public letters and campaigns — activist investors often publish detailed letters outlining their thesis.
This is all public information. We do the work of tracking it, analyzing the thesis, and filtering for the best opportunities.
Yes. We're fully transparent about losses. 15 of our 47 exited campaigns were losses. Some were significant — Enviva (-98%), Hertz (-97%).
The portfolio still averages +39.8% per exited campaign because the winners dramatically outweigh the losses. Winners averaged +75%. Losses averaged -36%. That 2:1 ratio is the math behind asymmetric returns.
These billionaire investors operate the same way with their own money — they expect some losses, but they size their bets so the wins more than compensate.
Most stock newsletters are one person's opinion about what to buy. We follow a fundamentally different approach: we identify the world's most successful investors and buy what they buy when they have high conviction and a clear catalyst.
These are investors deploying billions of dollars of their own capital. They have research teams, board seats, relationships with management, and the ability to drive change. They can't afford to be wrong.
We've built co-investment relationships across multiple campaigns with investors like Elliott Management (7+ campaigns), Carl Icahn (8+ campaigns), and Starboard Value (5 campaigns). This isn't stock picking — it's a repeatable methodology with a documented track record.
Bryan Rich is the founder of Logic Fund Management. He started his career at a London-based family office hedge fund managing money for a French billionaire, then served as Senior Trader at Integra Investment Management (Global Macro Hedge Fund of the Year nominee). 10+ years building and managing high-conviction portfolios — activist co-investing and AI infrastructure.
Bryan's daily Pro Perspectives note is read by billionaires, family offices, hedge funds, sovereign wealth funds, government economists, and advisory groups at Morgan Stanley, Merrill Lynch, and Wells Fargo — and by financial journalists at Forbes, The Wall Street Journal, Bloomberg, and Barron's.
Research notes — the billionaire, the thesis, the catalyst, and what to do. Delivered to your inbox on every new position and major update.
The full active portfolio — all current positions, entry prices, current gain/loss, and the investor behind each. A portfolio you can mirror in your own account.
Portfolio intelligence search — a searchable database of a decade of research. Any ticker, any billionaire, any question.
Pro Perspectives — Bryan's daily macro analysis, delivered free to all members.
Entry & exit alerts — when it's time to act, you'll know.
Yes. Contact us at support@billionairesportfolio.com or call 904.206.8810 at least 2 business days before your renewal date. If you are unsatisfied, contact us within 30 days of your initial purchase for a full refund. After 30 days, all sales are final.
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