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GOLDENTREE ASSET MANAGEMENT LP
Goldentree Asset Management is based out of New York. Goldentree Asset Management is a hedge fund with 158 clients and discretionary assets under management (AUM) of $63,446,428,781 (Form ADV from 2025-08-21). Their last reported 13F filing for Q3 2025 included $1,210,240,023 in managed 13F securities
and a top 10 holdings concentration of 76.83%. Goldentree Asset Management's largest holding is Bausch Health Companies Inc with shares held of 34,833,431. Whalewisdom has at least 92 13F filings, 61 13D filings, 57 13G filings, and 123 Form 4 filings
Investment Strategy
GoldenTree is a fundamental value investor employing a total-return, catalyst-driven investment process. Their investment philosophy centers on actively managing portfolios to achieve competitive risk-adjusted returns on a total return basis, while also designing their investment process to minimize potential losses. This philosophy is built upon four pillars: robust fundamental analysis to determine enterprise value, analysis of capital structure to ensure a high margin of safety, and two other factors not specified in the provided text.
Depending on the client's investment mandate, GoldenTree may pursue specific investment returns relative to a benchmark or focus on absolute total returns. They may also implement their investment strategy on a levered or unlevered basis, depending on the client's mandate. Risk management is integral to their portfolio management approach, with the Macro Committee playing a key role in determining risk tolerance, establishing macroeconomic views, identifying primary risk factors, and executing portfolio hedging strategies. The goal is to seek attractive returns while controlling portfolio volatility and protecting investors' capital through a firm-wide risk management effort.
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