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.
Author Archive - Jose Karlo Mari Tottoc
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.
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.
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.
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.
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...
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...
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.
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.
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 ...
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 ...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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...
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...
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...
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...
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...
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.
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.
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.
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.
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.
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.
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...
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...
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...
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...
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...
