LongBABAJul 2026
Alibaba Group Holding Limited
Alibaba was the largest positive contributor to Ruffer's portfolio in July, with its shares rising nearly 30% even as semiconductor stocks suffered their worst month since 2008…
Ruffer LLP / Ruffer Investment Company Limited
Global multi-asset absolute-return strategy focused on capital preservation, asymmetric return opportunities and protection against major market drawdowns.$24.4B AUM1 published idea
Ruffer LLP is an independent investment manager founded in 1994 and focused on preserving capital while generating positive returns across market cycles. Ruffer Investment Company uses a global multi-asset approach combining equities, inflation-linked and nominal bonds, currencies, commodities and derivative protection. The portfolio is constructed to seek asymmetric outcomes rather than maximize equity-market participation.
Ideas from Ruffer LLP / Ruffer Investment Company Limited
Letters covered
- Ruffer Investment Company Fund Report July 2026July 31, 2026
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