John Paulson’s portfolio investment focus centers on high-conviction, event-driven and undervalued opportunities across biotech and natural resources, with concentrated bets in selected stocks. Top five stock investments directly reflected include:
1. Perpetua Resources Corp. (Perpetua Resources) – An energy-oriented investment thesis tied to resource development potential, positioning the portfolio toward commodity-linked upside and operational execution risk/reward.
2. Madrigal Pharmaceuticals Inc (Madrigal Pharmaceuticals) – A biotech growth investment reflecting a preference for specialized drug pipelines and catalysts, aiming to benefit from clinical progress and market adoption dynamics.
3. Bausch Health Companies Inc (Bausch Health) – A value/opportunistic healthcare investment approach, typically aligned with restructuring leverage, balance-sheet improvement, and product lifecycle inflection.
4. International Tower Hill Mines Ltd (International Tower Hill Mines) – A mining-focused portfolio holding that aligns with metals exposure, emphasizing exploration and production economics as key drivers for long-term returns.
5. Novagold Resources Inc (Novagold Resources) – A gold/mining investment reflecting Paulson-style commodity conviction, where asset quality, reserve expansion, and macro conditions can strongly influence performance.
Overall, these stocks highlight John Paulson’s selective portfolio strategy: targeted investment in sectors where catalysts, valuation dispersion, and commodity or biopharma outcomes can create asymmetric opportunities.
Elite Ultra-Marathoner targets her second World Record in two months following historic Ultra Jackpot 100 Win ESTERO, FL / ACCESS Newswire / April 17, 2026 / Aspire Biopharma Ho...
Accesswire, 3 months ago
VANCOUVER, British Columbia, March 12, 2026 (GLOBE NEWSWIRE) -- NOVAGOLD RESOURCES INC. (“NOVAGOLD” or the “Company”) (NYSE American, TSX: NG) and Donlin Gold Holdings (DGH), 10...
GlobeNewsWire, 4 months ago
VANCOUVER, British Columbia, Feb. 09, 2026 (GLOBE NEWSWIRE) -- NOVAGOLD RESOURCES INC. (“NOVAGOLD” or the “Company”) (NYSE American, TSX: NG) and Donlin Gold Holdings (DGH), 100...
GlobeNewsWire, 5 months ago
Discover the top 5 dividend-yielding stocks in John Paulson’s July 2026 portfolio, including Agnico Eagle Mines (AEM), and his firm's investment strategy.
stockcircle, about 14 hours ago
Explore John Paulson’s top 5 holdings as of June 2026, including Perpetua Resources (PPTA), and discover the key investment strategies at Paulson & Co.
stockcircle, about 1 month ago
John Paulson's 5 highest dividend stocks in May 2026 feature gold miner Agnico Eagle Mines (AEM).
stockcircle, 2 months ago
