Ray Dalio (Trades, Portfolio) founded Connecticut-based hedge fund Bridgewater Associates in 1975. The following are the best performers of his investments.
Vale SA ADR. (VALE, Financial) with a market cap of $48.65 billion gained 300.4% in 2016. The guru's holding represents 0.08% of his total assets.
Vale SA is a metals and mining company. It produces and supplies iron ore, iron ore pellets, nickel, manganese ore, ferroalloys, copper, coal, phosphates, potash, cobalt and more.
The stock is trading 1.15% below its 52-week high and 343.19% above its 52-week low.
GuruFocus gave the company a profitability and growth rating of 8 out of 10. While its return on equity (ROE) of -16.93% is underperforming the sector, its return on assets (ROA) of -5.97% is outperforming 57% of the companies in the Global Industrial Metals & Minerals industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.17 is below the industry median of 10.47.
Ken Heebner (Trades, Portfolio) is the largest shareholder among the gurus with 0.18% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.15%, Dalio with 0.03% and Howard Marks (Trades, Portfolio) with 0.02%.
Petroleo Brasileiro SA Petrobras ADR. (PBR, Financial) with a market cap of $74.94 billion gained 229.2% in 2016. Dalio's holding represents 0.16% of his total assets.
It operates as an integrated oil and gas company in Brazil. Its business is structured into six segments: Exploration and Production, Refining, Transportation and Marketing, Distribution, Gas and Energy, Biofuel and International.
The stock is trading 8.52% below its 52-week high and 323.99% above its 52-week low.
The company’s profitability and growth rating is 7 out of 10. The ROE of -20.17% and ROA of -6.26% are underperforming 89% of the companies in the Global Oil & Gas Integrated industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.40.
The largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 0.16% of outstanding shares followed by Dalio with 0.03%, Heebner with 0.01%, George Soros (Trades, Portfolio) with 0.01%, PRIMECAP Management (Trades, Portfolio) with 0.01% and Simons with 0.01%.
BHP Billiton Ltd. ADRĂ‚ (BHP, Financial) with a market cap of $105.76 billion gained 95.50% in 2016. The investor's holding represents 0.16% of his total assets.
BHP is a natural resources company engaged in producing commodities, including iron ore, metallurgical and energy coal, conventional and unconventional oil and gas, copper, aluminum, manganese, uranium, nickel and silver.
The stock is trading 1.14% below its 52-week high and 115.28% above its 52-week low.
GuruFocus gave the company a profitability and growth rating of 5 out of 10. The ROE of -11.26% and ROA of -4.53% are outperforming 50% of the companies in the Global Industrial Metals & Minerals industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.29 is below the industry median of 10.47.
Heebner is the largest shareholder among the gurus with 0.05% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.02%, Stanley Druckenmiller (Trades, Portfolio) with 0.01%, Steven Cohen (Trades, Portfolio) with 0.01% and Signature Select Canadian Fund (Trades, Portfolio) with 0.01%.
Encana Corp.(ECA, Financial) with a market cap of $12.69 billion gained 186.7% in 2016. The guru's holding represents 0.03% of his total assets.
The company is a North American energy producer engaged in developing diverse resource plays producing natural gas, oil and NGLs. It is also engaged in the marketing of these products.
The stock is trading 3.34% below its 52-week high and 334.67% above its 52-week low.
Encana's profitability and growth rating is 5 out of 10. The ROE of -21.71% and ROA of -8.26% are outperforming 51% of other companies in the Global Oil & Gas E&P industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.17 is below the industry median of 0.77.
The largest shareholder among the gurus is Andreas Halvorsen (Trades, Portfolio) with 8.92% of outstanding shares followed by Chris Davis (Trades, Portfolio) with 7.71%, Paul Singer (Trades, Portfolio) with 1.25%, Cohen with 1.13% and John Griffin (Trades, Portfolio) with 0.44%.
Splunk Inc. (SPLK, Financial) with a market cap of $7.64 billion gained 7.7% in 2012. Dalio's holding represents 0.01% of his total assets.
Splunk provides software products. Its flagship product is Splunk Enterprise and at its core is a proprietary machine data engine comprised of collection, indexing, search, reporting analysis and data management capabilities
The stock is trading 14.33% below its 52-week high and 88.71% above its 52-week low.
GuruFocus gave Splunk a profitability and growth rating of 4 out of 10. The ROE of -43.13% and ROA of -24.04% are underperforming 87% of the companies in the Global Software – Application industry. Financial strength has a rating of 7 out of 10 with no debt.
Frank Sands (Trades, Portfolio) is the largest shareholder among the gurus with 6.89% of outstanding shares followed by Spiros Segalas (Trades, Portfolio) with 3.17%, Pioneer Investments with 0.07%, Soros with 0.06%, RS Investment Management (Trades, Portfolio) with 0.04% and Fisher with 0.02%.
Gap Inc. (GPS, Financial) with a market cap of $9.57 billion gained 9.1% in 2016. Dalio's holding represents 0.10% of his total assets.
Gap is an apparel retail company. It offers apparel, accessories and personal care products for men, women, children and babies under the Gap, Old Navy, Banana Republic, Piperlime, Athleta and Intermix brands.
The price is 21.93% below its 52-week high and 41.18% above its 52-week low.
GuruFocus gave Gap a profitability and growth rating of 8 out of 10. The ROE of 25.85% and ROA of 8.69% are outperforming 82% of the companies in the Global Apparel Stores industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 0.87 is above the industry median of 0.70.
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.86% of outstanding shares followed by Edward Lampert (Trades, Portfolio) with 0.64%, Joel Greenblatt (Trades, Portfolio) with 0.38%, Manning & Napier Advisors Inc. with 0.02% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Symantec Corp. (SYMC, Financial) with a market cap of $16.02 billion gained 45.6% in 2016. The guru's holding represents 0.01% of his total assets.
The company provides security, backup and availability solutions. Its products and services protect people and information in any environment, from the smallest mobile device to enterprise data centers and cloud-based systems.
The stock is trading 0.12% below its 52-week high and 59.23% above its 52-week low.
Symantec's profitability and growth rating is 5 out of 10. The ROE of 48.83% and ROA of 17.09% are outperforming 91% of the companies in the Global Software – Application industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.78 is below the industry median of 6.37.
Dodge & Cox is the largest shareholder among the gurus with 6.27% of outstanding shares followed by Singer with 1.92%, Simons with 0.5%, John Burbank (Trades, Portfolio) with 0.45%, Richard Snow (Trades, Portfolio) with 0.37%, NWQ Managers (Trades, Portfolio) with 0.27%, Greenblatt with 0.2% and Soros with 0.1%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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