Phillip “Phill” Gross is an experienced investor and an influential figure in the world of institutional assets management, better known as the co -founder, CEO and head of Health Portfolio Adagi Capital Management. While Robert Atchinson, his long -time co -founder and co -founder, is responsible for the portfolio of Gros’s firm, leadership and strategic vision, have played a key role in conforming to the philosophy and reputation for long -term Adage investments. The two met in the mid -1980’s as they worked as Harvard University Endowment Analysts. Their professional synergy led them to leave Harvard’s management company in the 1990’s, following a public scrutiny on performance -based bonuses. With the support of an initial $ 1.8 billion investment of Harvard and an agreement for the university to receive 10% of the firm’s income, they launched Adage Capital Management in 2001 along with a team of 18 people.
Under Gross’s co-leadership, Adage has become a key asset management player for prominent institutional clients such as Harvard University, Dartmouth College, Northwest University, American Red Cross and Getty Foundation. The firm specializes in long/short capital strategies guided by fundamental analysis and is engaged in risk arbitration and events -based opportunities when market conditions are favorable. Adage Capital Management and his predecessor, the Harvard Management Company Select Equity Group, have constantly surpassed the largest market reference points at an average of 3.5% over the last 15 years. This is a testament to the framework of disciplined investments and promoted by the research that Gross helped to instill.
The Gross itself brings a deep funding in health investment, having served for almost two decades by Harvard Management Company on various roles, including health and retail analysts, Capital and Partner Research Director. Its academic credentials include a BS in Finance and Economics (1982) and an MS in Investments (1983), both from the University of Wisconsin. He is actively dedicated to his alma mater, exercising the advisory councils of the Steve Hawk Center for Applied Securities Analysis and the Nicholas Center for Applied Corporate Finance. In recognition of his professional accomplishments and ongoing contributions, Gross received the distinguished student Award from the University of Wisconsin Business School in 2006.
Beyond finance, Gross is a committed philanthropist. He co -founded Strategic Grant Partners, an organization focused on promoting systemic change in family education and services in Massachusetts. He is also the Vice President of the Youth Board of Directors Enrichment Services, a non -profit that provides young outdoor recreational experiences. It also occupies the Council’s positions with the United States Ski and Snowboard Association, where he is the Vice President of the Investment Committee and the T2 Foundation.
The latest presentation of 13f of the ADAGA Capital Management for the 4th 2024 reported $ 57.19 billion in managed values, with the 10 best stakes that include 31.7% of the total portfolio, demonstrating a strategic but diversified approach to assignment assignment. While Atchinson oversees the management of everyday portfolio, gross influence and lasting expertise, especially in health investment, continue to configure the long -term success of the company and institutional credibility.
We have searched for the files of 13 2024 Adage Capital Management to identify Phill Gross Phill Gross Stock Options with more potential. We gathered actions with a potential in reverse more than 34% at the time of writing this article and discussed why they stood out as strong potential investments. Finally, we classified the stocks based on the ascending order of its potential aside. To help readers with more context, the feeling of the coverage collection around each action was mentioned by means of data of 1,009 coverage funds tracked by Insider Monkey in the fourth quarter of 2024.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 363.5% since May 2014, exceeding its reference point at 208 percentage points (Check out more details here)).
Walt Disney Company (DIS): Among the actions of the unknown billionaire Phill Gross, with great potential on reverse
A theater full of filmmakers watching a blockbuster movie produced by the entertainment company.
Number of coverage fund holders from the fourth quarter: 108
Adage Capital Management Stake: $ 205.23 million
Potential upside down from May 2: 37.94%
The Walt Disney Company (NYSE: DIS) is a world leader in mass media and entertainment. In the first tax quarter of 2025, which ended on December 28, 2024, Disney reported a strong financial performance, reflecting its strategic approach to profitability and growth. Income increased by 5% year to $ 24.7 billion, to $ 23.5 billion in the same quarter of 2024. Income taxes were increased from $ 27% to $ 3.7 billion, while ACCIÓ Diluted Income increased by $ 35% to $ 1.40. Additionally, total segment operational income grew 31% up to $ 5.1 billion, and ACTION profits adjusted 44% significant to $ 1.76. These figures highlight the company’s ability to adapt and prosper in the midst of the dynamics of the changing industry.
Despite this growth, the actions of the Walt Disney Company (NYSE: DIS) remain undervalued compared to historical reference points. Currently quoting below its levels from one, three and five years, the price of Disney shares does not fully reflect the underlying progress of the business. Since the year 2019, the company has increased its income by 31% and has improved operational profits. One of the main collaborators of this upward trajectory is the transformation of Disney Streaming operations, which became profitable a year ago after a period of sustained investment and loss. Although their linear television networks continue to experience the decrease in subscribers due to the cutting of laces, they still generate a major cash flow. Disney has taken advantage of this capital to invest a lot in its theme parks and content development, strengthening its long -term strategy.
In the competitive landscape of theme parks, the Walt Disney Company (NYSE: DIS) has continued to maintain its dominant position despite the augmented rivalry of the Comcast Universal Brand. Historically, even significant expansions in universal parks did not quench the assistance or income of Disney World. In contrast, Disney responded with impact attractions such as Avatar Flight of Passage, Star Wars: Rise of the Resistance, and Guardians of the Galaxy: Cosmic Rewind, who have revitalized the visitor’s interest and assistance. Instead of cannibalizing the other market share, significant competitors’ major developments often increase global tourism in the Orlando area, also benefiting Disney. With a solid financial basis and a legacy of innovation, the company continues to strengthen its leadership in both the media and thematic entertainment.
Clearbridge value strategy indicated the following on the Walt Disney Company (NYSE: DIS) in its first quarter of 2025 Investor letter:
“Although we had already begun to change towards a more defensive positioning in the quarter, we made several adjustments in response to fast fire developments in both economic and political policy. Among our biggest positions during the period it was The Walt Disney Company (NYSE: DIS), as we believe it has turned a corner into the creation of its streaming service, which should help the margins to increase and help promote better earnings than the market is currently planning. The change in the management strategy, from the “market growth to all costs” to a more focused approach to improving prices, should also help improve both profitability and margins, and we believe that there is any significant advantage compared to other streaming service providers on a similar scale. “”
Overall, dis occupies 8th place In our list of PHILLA GROSS UNKNOWLEDGE BUILDERS, with great potential upside down. Although we recognize the potential of this action election, our conviction lies in the belief that the AI actions have a greater promise to obtain higher yields and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for an Ia stock that is more promising than DIS, but you are quoting less than five times, see our report on this Ia stock cheap.
