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Author Archive - Jose Karlo Mari Tottoc

Is it Still a Good Move to Invest in UnitedHealth (UNH)?

Stewart Asset Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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December 13 - Hedge Fund Investor Letters, News

Stewart Asset Management’s Q3 2022 Investor Letter

Stewart Asset Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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December 13 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in Mondelez International (MDLZ)?

Coho Partners, an investment management firm, published its "Coho Relative Value Equity Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 30 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Philip Morris (PM)?

Coho Partners, an investment management firm, published its "Coho Relative Value Equity Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 30 - Hedge Fund Investor Letters, News

Coho Partners Relative Value Equity Fund’s Q3 2022 Investor Letter

Coho Partners, an investment management firm, published its "Coho Relative Value Equity Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 30 - Hedge Fund Investor Letters, News

Is it a Good Choice to Invest in Western Digital Corp. (WDC)?

THB Asset Management, an investment management firm, published its "THB International (Ex-USA) Micro Cap Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

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November 30 - Hedge Fund Investor Letters, News

THB Asset Management International (Ex-USA) Micro Cap Fund’s Q3 2022 Investor Letter

THB Asset Management, an investment management firm, published its "THB International (Ex-USA) Micro Cap Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

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November 30 - Hedge Fund Investor Letters, News

Here’s Why International Game Technology (IGT) Landed on Weitz Investment’s Detractor List

Palm Harbour Capital, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 30 - Hedge Fund Investor Letters, News

Palm Harbour Capital’s Q3 2022 Investor Letter

Palm Harbour Capital, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 30 - Hedge Fund Investor Letters, News

Weitz Investment: “CarMax (KMX) is in the Penalty Box”

Weitz Investment Management, an investment management firm, published its "Weitz Partners Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded ...

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November 30 - Hedge Fund Investor Letters, News

Weitz Investment: “Charter (CHTR) is Not Sitting Still”

Weitz Investment Management, an investment management firm, published its "Weitz Partners Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded ...

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November 30 - Hedge Fund Investor Letters, News

Weitz Investment Management Partners Value Fund’s Q3 2022 Investor Letter

Weitz Investment Management, an investment management firm, published its "Weitz Partners Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded ...

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November 30 - Hedge Fund Investor Letters, News

Here’s Why Bernzott Capital Disposed its Quotient Technology (QUOT) Position

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Should You Now Consider Buying Spirit Realty Capital (SRC) Shares?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Should You Now Consider Acquiring Texas Capital (TCBI) Shares?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Is Encompass Health (EHC) a Smart Lon-Term Investment?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Is Chord Energy (CHRD) a Smart Long-Term Buy?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Bernzott Capital on Knowles Corp. (KN): “We Reduced the Position”

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Is HCI Group (HCI) Still a Good Investment Pick?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Brightview (BV)?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Should You Now Invest in Viper Energy (VNOM)?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Here’s What Makes ADTRAN Holdings (ADTN) a Great Investment Choice

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 24 - Hedge Fund Investor Letters, News

Is Willscot Mobile Mini (WSC) a Smart Long-Term Buy?

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 23 - Hedge Fund Investor Letters, News

Bernzott Capital Advisors US Small Cap Value Fund’s Q3 2022 Investor Letter

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 23 - Hedge Fund Investor Letters, News

Should You Consider Increasing Your AerCap (AER) Stake?

Horos Asset Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Horos Asset: “We Sold Our Entire Stake in Gamco (GAMI) Despite its High Upside Potential”

Horos Asset Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Would You Still Dare to Invest in Nokia (NOK)?

Horos Asset Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Horos Asset Management’s Q3 2022 Investor Letter

Horos Asset Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Is East Resources Acquisition Co. (ERESU) a Worthy Investment?

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Is OneMain Holdings (OMF) a Smart Investment Pick?

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Investments Invested in Matador Resources (MTDR)

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Here’s What Makes Sunnova (NOVA) an Attractive Investment

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 23 - Hedge Fund Investor Letters, News

Is Rapid7 (RPD) a Smart Investment Pick?

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

ClearBridge Investments Small Cap Strategy’s Q3 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in Chipotle Mexican Grill (CMG)?

ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 21 - Hedge Fund Investor Letters, News

Is it a Great Time to Exit Your Teleflex (TFX) Position?

ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 21 - Hedge Fund Investor Letters, News

ClearBridge Investments: “ETSY is Well-Positioned to Grow Advertising Spending”

ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 21 - Hedge Fund Investor Letters, News

Here’s Why Paylocity (PCTY) Became Part of ClearBridge’s Top Performing Stocks

ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 21 - Hedge Fund Investor Letters, News

ClearBridge Investments Mid Cap Growth Strategy’s Q3 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 21 - Hedge Fund Investor Letters, News

Should You Now Sell Your Six Flags Entertainment (SIX) Stake?

ClearBridge Investments, an investment management firm, published its “Mid Cap  Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Here’s Why You Should Invest in EQT Corp. (EQT)

ClearBridge Investments, an investment management firm, published its “Mid Cap  Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Is Everbridge (EVBG) a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “Mid Cap  Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

November 21 - Hedge Fund Investor Letters, News

Should You Consider Investing in ON Semiconductor (ON)?

ClearBridge Investments, an investment management firm, published its “Mid Cap  Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Is it a Good Choice to Invest in Aspen Technology (AZPN)?

ClearBridge Investments, an investment management firm, published its “Mid Cap  Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

November 21 - Hedge Fund Investor Letters, News

ClearBridge Investments Mid Cap Strategy’s Q3 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Mid Cap  Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

November 21 - Hedge Fund Investor Letters, News

Is it a Good Move to Buy Avantor (AVTR) Shares?

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 10 - Hedge Fund Investor Letters, News

ClearBridge Investments’ Worst Q3 Performer: Catalent (CTLT)

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 10 - Hedge Fund Investor Letters, News

ClearBridge Investments SMID Cap Growth Strategy’s Q3 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 10 - Hedge Fund Investor Letters, News

Is Eli Lilly (LLY) a Worthy Long-Term Investment?

ClearBridge Investments, an investment management firm, published its “Global Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

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November 10 - Hedge Fund Investor Letters, News

Is it Worth Investing in Sony Group Corp. (SONY)?

ClearBridge Investments, an investment management firm, published its “Global Growth Strategy” third-quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

November 10 - Hedge Fund Investor Letters, News

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