Profile

Investor: Steven Bregman

Investment style: Quality compounders, contrarian, value

Organization: Horizon Kinetics

Title: Co-founder, 1994

Circle of competence: Agriculture, Bitcoin, energy, financial exchanges, precious metals, real estate, royalty companies

Picks: Aris Water Solutions (ARIS), Bunge (BG), Cameco (CCJ), CME Group (CME), Franco-Nevada (FNV), Grayscale Bitcoin Trust (GBTC), Japan Exchange (8697.T), Live Nation (LYV), LandBridge (LB), Royalty Pharma (RPRX), Singapore Exchange (S68.SI), Sprott (SII), St. Joe (JOE), Texas Pacific Land (TPL), Wheaton Precious Metals (WPM)

Funds: Horizon Kinetics Inflation Beneficiaries ETF (INFL), Horizon Kinetics Japan Owner Operator ETF (JAPN)

Influences: Murray Stahl, Charlie Munger, Jim Grant, Sydney Homer

Website: www.horizonkinetics.com