LongGMGJun 2026
Goodman Group
Goodman owns, develops and manages global industrial property and has a significant data-center development pipeline. A majority of its earnings come from the asset-management…
GMG
1 published idea on Goodman Group across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Goodman Group: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Goodman owns, develops and manages global industrial property and has a significant data-center development pipeline. A majority of its earnings come from the asset-management…