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Author Archive - Jose Karlo Mari Tottoc

Madison Funds on Arch Capital (ACGL): “We Expect Continuing Good Results Through Next Year”

Madison Funds, managed by Madison Asset Management, LLC, released its “Madison Investors Fund” third quarter 2022 investor letter – a copy of which can be downloaded here...

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October 31 - Hedge Fund Investor Letters, News

Madison Investors Fund’s Q3 2022 Investor Letter

Madison Funds, managed by Madison Asset Management, LLC, released its “Madison Investors Fund” third quarter 2022 investor letter – a copy of which can be downloaded here...

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October 31 - Hedge Fund Investor Letters, News

Madison Dividend Income Fund’s Q3 2022 Investor Letter

Madison Funds, managed by Madison Asset Management, LLC, released its “Madison Dividend Income Fund” third quarter 2022 investor letter – a copy of which can be downloaded...

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October 28 - Hedge Fund Investor Letters, News

Is Morgan Stanley (MS) a Smart Long-Term Pick?

Madison Funds, managed by Madison Asset Management, LLC, released its “Madison Dividend Income Fund” third quarter 2022 investor letter – a copy of which can be downloaded...

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October 28 - Hedge Fund Investor Letters, News

Is Genpact (G) a Wise Investment Choice?

L1 Capital, an investment management company, released its “L1 Long Short Fund” third quarter 2022 investor letter. – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Fiduciary Management Small Cap Strategy’s Q3 2022 Investor Letter

Fiduciary Management, an investment management firm, published its “Small Cap Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Should You Remain Confident in Your Simpson (SSD) Shares?

Fiduciary Management, an investment management firm, published its “Small Cap Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Should You Consider Investing in Ferguson (FERG)?

Fiduciary Management, an investment management firm, published its “All Cap Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Should You Invest in Avery Dennison (AVY)?

Fiduciary Management, an investment management firm, published its “All Cap Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Fiduciary Management All Cap Strategy’s Q3 2022

Fiduciary Management, an investment management firm, published its “All Cap Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Should You Remain Confident in Your Cenovus Energy (CVE) Stake?

L1 Capital, an investment management company, released its “L1 Long Short Fund” third quarter 2022 investor letter. – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Alibaba (BABA)?

L1 Capital, an investment management company, released its “L1 Long Short Fund” third quarter 2022 investor letter. – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

L1 Capital Long Short Fund’s Q3 2022 Investor Letter

L1 Capital, an investment management company, released its “L1 Long Short Fund” third quarter 2022 investor letter. – a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Is it a Good Move to Sell Your Jackson Financial (JXN) Stake?

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

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October 28 - Hedge Fund Investor Letters, News

Curreen Capital’s Q3 2022 Investor Letter

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

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October 28 - Hedge Fund Investor Letters, News

RiverPark Funds: “RingCentral (RNG) Remains Far Ahead of its Competition”

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

RiverPark Funds’ Top Q3 Detractor: Nike Inc. (NKE)

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in ServiceNow (NOW)?

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Should You Already Consider Selling Your Alphabet (GOOG) Shares Before It’s Too Late?

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

RiverPark Funds’ Best Q3 Loser: Snap Inc. (SNAP)

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Is The Charles Schwab Corp. (SCHW) a Good Long-Term Investment Option?

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Here’s What Makes PayPal (PYPL) a Smart Investment Choice

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Here’s What Makes Pinterest (PINS) a Great Investment Choice

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

RiverPark Funds: “2022 is an Inflection Year for Netflix (NFLX)”

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

RiverPark Funds’ Top Q3 Performer: Uber Technologies (UBER)

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Is it a Good Move to Invest in Workday (WDAY)?

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Here’s Why RiverPark Funds Reinvested in Visa (V)

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Is Intuit (INTU) a Smart Long-Term Buy?

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Amgen (AMGN) Landed in Smead Capital Management’s Detractors List

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

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October 21 - Hedge Fund Investor Letters, News

Here’s Why RiverPark Funds Reinvested in Booking Holdings (BKNG)

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 21 - Hedge Fund Investor Letters, News

Is Five9 (FIVN) a Good Long-Term Investment?

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

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October 21 - Hedge Fund Investor Letters, News

Should You Now Sell Your EBAY Shares?

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

October 21 - Hedge Fund Investor Letters, News

RiverPark Large Growth Fund’s Q3 2022 Investor Letter

RiverPark Funds, an investment management company, released its “RiverPark Large Growth Fund” third quarter 2022 investor letter -- a copy of which can be downloaded here.

Keep Reading →

October 21 - Hedge Fund Investor Letters, News

Should You Now Consider Disposing Your Warner Discovery (WBD) Shares?

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

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October 20 - Hedge Fund Investor Letters, News

Here’s Why Lennar (LEN) had a Great Quarter

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

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October 20 - Hedge Fund Investor Letters, News

Occidental Petroleum (OXY), a Standout in Smead Capital’s Q3 Performance

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

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October 20 - Hedge Fund Investor Letters, News

ConocoPhillips (COP) Landed in Smead Capital’s Top Performer List

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

October 20 - Hedge Fund Investor Letters, News

Smead Capital Management Value Fund’s Q3 2022 Investor Letter

Smead Capital Management, an investment management company, released its Smead Value Fund third quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

October 20 - Hedge Fund Investor Letters, News

Should You Remain Confident with Your Adobe (ADBE) Shares?

Akre Capital Management, an investment management firm, published its "Akre Focus Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here.

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October 20 - Hedge Fund Investor Letters, News

Akre Capital Management Focus Fund’s Q3 2022 Investor Letter

Akre Capital Management, an investment management firm, published its "Akre Focus Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here.

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October 20 - Hedge Fund Investor Letters, News

Here’s Why Blue Tower Asset Management Brands Enova (ENVA) as a Resilient Business

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

Keep Reading →

October 20 - Hedge Fund Investor Letters, News

Blue Tower Asset Management’s Q3 2022 Investor Letter

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

Keep Reading →

October 20 - Hedge Fund Investor Letters, News

Should You Now Consider Buying Salesforce (CRM) Shares?

Cooper Investors, an investment management firm, published its "Cooper Investors Global Equities Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

October 19 - Hedge Fund Investor Letters, News

Cooper Investors’ Top Q3 Performer: Workday Inc. (WDAY)

Cooper Investors, an investment management firm, published its "Cooper Investors Global Equities Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

October 19 - Hedge Fund Investor Letters, News

Here is Why You Should Buy Costco (COST) Today

Cooper Investors, an investment management firm, published its "Cooper Investors Global Equities Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

October 19 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in Brookfield Asset Management (BAM)?

Cooper Investors, an investment management firm, published its "Cooper Investors Global Equities Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

October 19 - Hedge Fund Investor Letters, News

Is Danaher (DHR) a Good Long-Term Buy?

Cooper Investors, an investment management firm, published its "Cooper Investors Global Equities Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

October 19 - Hedge Fund Investor Letters, News

Cooper Investors Global Equities Fund’s Q3 2022 Investor Letter

Cooper Investors, an investment management firm, published its "Cooper Investors Global Equities Fund" third-quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

October 19 - Hedge Fund Investor Letters, News

Leaven Partners’ Q3 2022 Investor Letter

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

Keep Reading →

October 18 - Hedge Fund Investor Letters, News

Is it Still Worthy to Acquire Some NIKE (NKE) Shares?

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

Keep Reading →

October 18 - Hedge Fund Investor Letters, News

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