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Author Archive - Jose Karlo Mari Tottoc

Should You Still Consider FIGS as a Worthy Investment?

1 Main Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 19 - Hedge Fund Investor Letters, News - Comments

Is it Still a Great Decision to Buy Carvana (CVNA) Shares?

Saga Partners, an investment management firm, published its first-quarter 2022investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Would You Dare to Invest in Redfin (RDFN)?

Saga Partners, an investment management firm, published its first-quarter 2022investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Here’s Why Splunk (SPLK) Landed in Saga Partners’ Top Performer List

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

AppLovin Corp. (APP) Landed in Vulcan Value Partners’ Detractor List

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Here’s Why Wayfair (W) Became One of Vulcan Value’s Top Detractor

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Vulcan Value Partners: “Lam Research (LRCX)’s Fundamentals Remain Strong”

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Vulcan Value Partners: “We Expect Meta (FB) to Return to Double-Digit Bottom Line Growth Next Year”

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Here’s Why Vulcan Value Partners Reduced its Upstart (UPST) Stake

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Vulcan Value Partners: “We Feel Qorvo (QRVO)’s Long-Term Prospects are Promising”

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Vulcan Value Partners: “Cerence (CRNC)’s Competitive Moat Remains Unchanged”

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Vulcan Value Partners Believes that SmartRent (SMRT) is a ‘Competitively Entrenched Industry Leader’

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News - Comments

Is it a Great Decision to Acquire Ecolab (ECL) Shares?

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 19 - Hedge Fund Investor Letters, News - Comments

Vulcan Value Partners’ Q1 2022 Investor Letter

Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 19 - Hedge Fund Investor Letters, News - Comments

Saga Partners’ Q1 2022 Investor Letter

Saga Partners, an investment management firm, published its first-quarter 2022investor letter – a copy of which can be downloaded here.

Keep Reading →

May 19 - Hedge Fund Investor Letters, News - Comments

1 Main Capital’s Q1 2022 Investor Letter

1 Main Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 19 - Hedge Fund Investor Letters, News - Comments

Is it a Good Move to Buy Accenture (ACN) Shares?

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s Why You Should Consider Buying Cloudflare (NET) Shares

Baron Funds, an asset management firm, published its “Baron Fifth Avenue Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s What Makes Endava (DAVA) a Great Investment Pick

Baron Funds, an asset management firm, published its “Baron Fifth Avenue Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News - Comments

Is Tesla (TSLA) Still a Smart Long-Term Investment?

Baron Funds, an asset management firm, published its “Baron Fifth Avenue Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds Reduced its Clarivate (CLVT) Stake, Here’s Why

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Should You Consider Investing in Intuit (INTU)

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s Why Baron Funds Disposed its Farfetch (FTCH) Position

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s Why Baron Funds Sold its RingCentral (RNG) Stake

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Is it a Wise Move to Acquire CoStar (CSGP) Shares?

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “ANSYS Remains Well Positioned to Benefit From the Increasing Demand for Simulation Software”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Is it Still Safe to Acquire Ceridian HCM (CDAY) Shares?

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “Mettler (MTD) is an Exceptionally Well-Managed Business”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “We Expect IDEXX’s Margins to Continue to Improve”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Is Brookfield Asset Management (BAM) a Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds Remains Optimistic in Adobe Inc. (ADBE)

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s Why Baron Funds Sold its IQVIA Position

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Is it Still Worthy to Invest in BlackRock (BLK)?

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s Why Baron Funds Reduced its Meta (FB) Stake

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “We Continue to Own CME Due to its Strong Competitive Moats”

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Is it a Great Choice to Invest in UnitedHealth (UNH)?

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Here’s Why You Must Remain Confident in Your Visa (V) Shares

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “Roper (ROP) Held Up Better than the Broader Market”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Is it Still Worthy to Invest in Wix.com?

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Here’s Why You Should Consider Buying Aspen Technology (AZPN) Shares

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “Teleflex (TFX) can Generate High Single-Digit Organic Revenue Growth”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “Fair Isaac (FICO) Will Be a Steady Earnings Compounder”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Baron Funds: “Rollins (ROL) has a Strong Brand Operating in an Attractive and Defensive End Market”

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Here’s What Makes Charles Schwab (SCHW) a Great Long-Term Investment

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Is Tripadvisor (TRIP) a Smart Investment Choice?

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Is it a Wise Decision to Acquire Arch Capital (ACGL) Shares?

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Here’s Why You Should Consider Investing in Verisk Analytics (VRSK)

Baron Funds, an asset management firm, published its “Baron Asset Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Baron Fifth Avenue Growth Fund’s Q1 2022 Investor Letter

Baron Funds, an asset management firm, published its “Baron Fifth Avenue Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Baron Durable Advantage Fund’s Q1 2022 Investor Letter

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

Should You Consider Investing in Amazon.com (AMZN)?

Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 17 - Hedge Fund Investor Letters, News - Comments

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