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Author Archive - Jose Karlo Mari Tottoc

Baron Funds: “We Believe Hyatt (H)’s Multiple Will Increase Over the Next Few Years”

Baron Funds, an investment management firm, released its “Baron Focused Growth Fund” first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 14 - Hedge Fund Investor Letters, News

Baron Focused Growth Fund’s Q1 2023 Investor Letter

Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 14 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Buying Taiwan Semiconductor Manufacturing Co. (TSM) Shares

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Disposed its Brookfield Asset Management (BAM) Stake

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Is it a Good Time to Invest in Agilent (A) Shares?

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your Danaher Corp. (DHR) Shares?

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Here’s Why UnitedHealth (UNH) Landed in Baron Funds’ Q1 Detractor List

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in Monolithic Power Systems (MPWR)?

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Is NVIDIA Corporation (NVDA) a Smart Long-Term Pick?

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Here’s What Makes META a Great Investment Choice

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Baron Funds: “Amazon (AMZN) was Built With an Ability to Rapidly Adapt to Change”

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Baron Funds: “Microsoft (MSFT) Stock has Increased Seven-Fold Since Satya Nadella Took Over as CEO”

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Should You Now Sell Your SVB Financial Group (SIVBQ) Shares?

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

Keep Reading →

June 11 - Hedge Fund Investor Letters, News

Baron Durable Advantage Fund’s Q1 2023 Hedge Fund Investor Letter

Baron Funds, an investment management firm, released its "Baron Durable Advantage Fund" first quarter 2023 investor letter, a copy of which can be downloaded here.

Keep Reading →

June 11 - Hedge Fund Investor Letters, News

Should You Now Consider Investing in Meta Platforms, Inc. (META)?

Crescat Capital, an investment management company, released its May 2023 investor letter, a copy of the same can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Is Alphabet (GOOG) a Smart Investment Choice?

Crescat Capital, an investment management company, released its May 2023 investor letter, a copy of the same can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Is NVIDIA Corporation (NVDA) a Smart Long-Term Buy?

Crescat Capital, an investment management company, released its May 2023 investor letter, a copy of the same can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

Crescat Capital’s Q1 2023 Investor Letter

Crescat Capital, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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June 11 - Hedge Fund Investor Letters, News

13 Best Communication Services Stocks To Invest In

In this article, we will take a look at the 13 best communication services stocks to invest in.

Keep Reading →

May 11 - Hedge Funds, News

Should You Still Consider Buying Apple (AAPL) Shares?

ClearBridge Investments, an investment management company, released its "ClearBridge All Cap Growth Strategy" first quarter 2023 investor letter, a copy of the same can be downloaded...

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April 21 - Hedge Fund Investor Letters, News

ClearBridge All Cap Growth Strategy’s Q1 2023 Investor Letter

ClearBridge Investments, an investment management company, released its "ClearBridge All Cap Growth Strategy" first quarter 2023 investor letter, a copy of the same can be downloaded...

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April 21 - Hedge Fund Investor Letters, News

Would You Still Dare to Invest in Credit Suisse (CS)?

Akre Focus Fund, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is it Risky to Invest in Signature Bank (SBNY)?

Akre Focus Fund, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Akre Focus Fund’s Q1 2023 Investor Letter

Akre Focus Fund, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is it Fine to Acquire Asbury Automotive Group (ABG) Shares?

Right Tail Capital, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is Lithia Motors (LAD) a Smart Long-Term Buy?

Right Tail Capital, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Right Tail Capital’s Q1 2023 Investor Letter

Right Tail Capital, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in BOK Financial (BOKF)?

Upslope Capital Management, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Upslope Capital Management’s Q1 2023 Investor Letter

Upslope Capital Management, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Hedge Fund Investor Letters Q4 2022

We will be sharing Q4 2022 hedge fund investor letters in this article.

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April 9 - Hedge Fund Investor Letters, News

Is it a Smart Move to Invest in Graham Holdings Company (GHC)?

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” fourth quarter 2022 investor letter.

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March 22 - Hedge Fund Investor Letters, News

Is it a Good Choice to Acquire United States Brent Oil Fund (BNO)?

Praetorian Capital, an investment management company, released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here.

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March 22 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Cable One, Inc. (CABO)?

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” fourth quarter 2022 investor letter.

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March 22 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Powell Industries (POWL)

Heartland Advisors, an investment management firm, published its “Heartland Value Plus Fund” fourth-quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

February 7 - Hedge Fund Investor Letters, News

Heartland Value Plus Fund’s Q4 2022 Investor Letter

Heartland Advisors, an investment management firm, published its “Heartland Value Plus Fund” fourth-quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

February 7 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your UnitedHealth Group (UNH) Stake?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

February 7 - Hedge Fund Investor Letters, News

Is it a Good Choice to Invest in Abbott Laboratories (ABT)?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

February 7 - Hedge Fund Investor Letters, News

Should You Now Consider Acquiring Visa (V) Shares?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

February 7 - Hedge Fund Investor Letters, News

Is Apple (AAPL) a Smart Long-Term Buy?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

February 7 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your Philip Morris (PM) Position?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 25 - Hedge Fund Investor Letters, News

Is Tesla (TSLA) Still a Worthy Investment?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 25 - Hedge Fund Investor Letters, News

Would You Still Consider Investing in Amazon (AMZN)?

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 25 - Hedge Fund Investor Letters, News

Distillate Capital’s Q4 2022 Investor Letter

Distillate Capital, an investment management firm, released its fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 25 - Hedge Fund Investor Letters, News

Is CRH a Good Investment Pick?

L1 Capital, an investment management firm, released its “L1 Capital International Fund” fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 25 - Hedge Fund Investor Letters, News

L1 Capital: “Alphabet (GOOG)’s Core Search Business Could Be Disrupted by OpenAI’s ChatGPT”

L1 Capital, an investment management firm, released its "L1 Capital International Fund" fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 24 - Hedge Fund Investor Letters, News

L1 Capital: “Amazon (AMZN) Has Been Oversold”

L1 Capital, an investment management firm, released its "L1 Capital International Fund" fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 24 - Hedge Fund Investor Letters, News

Here’s What Makes Mastercard (MA) a Smart Investment Option

L1 Capital, an investment management firm, released its "L1 Capital International Fund" fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 24 - Hedge Fund Investor Letters, News

Is it a Good Move to Invest in Eagle Materials (EXP)?

L1 Capital, an investment management firm, released its "L1 Capital International Fund" fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 24 - Hedge Fund Investor Letters, News

Is Booking Holdings (BKNG) a Smart Long-Term Buy?

L1 Capital, an investment management firm, released its "L1 Capital International Fund" fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 24 - Hedge Fund Investor Letters, News

L1 Capital International Fund’s Q4 2022 Investor Letter

L1 Capital, an investment management firm, released its "L1 Capital International Fund" fourth quarter 2022 investor letter, a copy of the same can be downloaded here.

Keep Reading →

January 24 - Hedge Fund Investor Letters, News

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