Charles Jigarjian - 7G Capital Management Investment Strategy (Jun 30, 2025)
As of Jun 30, 2025, the 7G Capital Management portfolio managed by Charles Jigarjian demonstrates a sophisticated investment approach with 9 positions and an average holding period of 392 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Energy, Financial Services, Technology sectors with a typical position size of 14.6% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 14.63% and sector diversification of 5%, exemplified by the case study of Alphabet Inc (GOOGL). This strategic framework provides insights into Charles Jigarjian's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.1 years | Style | Average duration positions are maintained |
| Position Count | 9 | Style | Number of active positions in portfolio |
| Position Size | 14.6% | Risk | Typical allocation per position |
| Win Rate | 62.5% | Performance | Percentage of profitable positions |
| Average Return | 16.3% | Performance | Mean return across positions |
| Sharpe Ratio | 0.23 | Performance | Return per unit of risk taken |
Investment Case Study: Alphabet Inc (GOOGL)
6/30/2022 - 11/9/2025
Performance Metrics
Total Return: 85.43%
Holding Period: 1228 days
Max Position Size: $29,077,950.00
Position Weight: 12.34%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure