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Author Archive - Jose Karlo Mari Tottoc

RV Capital Business Owner Fund’s Q2 2022 Investor Letter

RV Capital, an investment management firm, published its “Business Owner Fund” second quarter 2022 investor letter – a copy of which can be seen here.

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October 8 - Hedge Fund Investor Letters, News

Here’s Why Polen Capital Liquidated its Netflix (NFLX) Position in the Second Quarter

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Polen Capital on Align Technology (ALGN): “We Remain Confident in the Long-Term Growth Opportunity”

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Amazon (AMZN)?

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Here’s Why Alphabet (GOOG) Became Polen Capital’s Largest Q2 Detractor

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Polen Capital: “Starbucks (SBUX) is Experiencing Cost Pressures From Wages & Input Costs”

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Polen Capital: “CSL’s Core Business Continues to Enjoy Significant Competitive Advantages”

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Polen Capital: “ADP Continues to Deliver Steady Business Performance”

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Polen Global Growth Fund’s Q2 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Here’s Why Polen Capital Remains Very Impressed with Karooooo Ltd. (KARO)

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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October 6 - Hedge Fund Investor Letters, News

Polen Capital on MercadoLibre (MELI): “We Expect the Business to Continue Growing”

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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October 6 - Hedge Fund Investor Letters, News

Polen Capital on Autohome (ATHM): “We Still View the Company as Materially Undervalued”

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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October 6 - Hedge Fund Investor Letters, News

Polen Capital Global Emerging Markets Growth Fund’s Q2 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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October 6 - Hedge Fund Investor Letters, News

Is it Still Worthy to Own Amazon (AMZN) Shares?

IP Capital Partners, an investment management firm, published its second quarter 2022 investor letter – a copy of the Spanish document can be downloaded here.

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October 6 - Hedge Fund Investor Letters, News

Is Charles Schwab (SCHW) a Valuable Long-Term Investment?

IP Capital Partners, an investment management firm, published its second quarter 2022 investor letter – a copy of the Spanish document can be downloaded here.

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October 6 - Hedge Fund Investor Letters, News

Is Charter Communications (CHTR) a Worthy Investment?

IP Capital Partners, an investment management firm, published its second quarter 2022 investor letter – a copy of the Spanish document can be downloaded here.

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October 5 - Hedge Fund Investor Letters, News

Is it a Good Time Now to Dispose Your Netflix (NFLX) Shares?

IP Capital Partners, an investment management firm, published its second quarter 2022 investor letter – a copy of the Spanish document can be downloaded here.

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October 5 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Meta Platforms (META)?

IP Capital Partners, an investment management firm, published its second quarter 2022 investor letter – a copy of the Spanish document can be downloaded here.

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October 5 - Hedge Fund Investor Letters, News

IP Capital Partners’ Q2 2022 Investor Letter

IP Capital Partners, an investment management firm, published its second quarter 2022 investor letter – a copy of the Spanish document can be downloaded here.

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October 5 - Hedge Fund Investor Letters, News

Here’s Why CONMED Corp. (CNMD) Underperformed in the Second Quarter

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 5 - Hedge Fund Investor Letters, News

Is it a Good Choice to Acquire Summit Materials (SUM) Shares?

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 5 - Hedge Fund Investor Letters, News

Here’s Why Woodward (WWD)’s shares Were Pressured in the Second Quarter

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 3 - Hedge Fund Investor Letters, News

Here’s Why Everi Holdings (EVRI) was Included in Carillon Tower’s Detractor List

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 3 - Hedge Fund Investor Letters, News

Should You Consider Investing in Halozyme Therapeutics (HALO)?

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 3 - Hedge Fund Investor Letters, News

Carillon Tower Advisers: “PJT is Experiencing Strong Growth”

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 3 - Hedge Fund Investor Letters, News

Here’s Why Celsius Holdings (CELH) Landed in Carillon Tower’s Top Performers List

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 3 - Hedge Fund Investor Letters, News

Carillon Eagle Small Cap Growth Fund’s Q2 2022 Investor Letter

Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” second quarter 2022 investor letter – a copy of which can be...

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October 3 - Hedge Fund Investor Letters, News

Is Alibaba (BABA) a Smart Investment Pick?

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

Distillate Capital: “Amazon (AMZN) Continues to Look Expensive”

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Beacon Roofing Supply (BECN)?

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

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October 3 - Hedge Fund Investor Letters, News

Fiduciary Management Small Cap Equity’s Q2 2022 Investor Letter

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

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October 3 - Hedge Fund Investor Letters, News

Is LCI Industries (LCII) a Wise Investment Pick?

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

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October 3 - Hedge Fund Investor Letters, News

Is it a Good Choice to Invest in Booking Holdings (BKNG)?

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

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October 3 - Hedge Fund Investor Letters, News

Here’s What Makes Alphabet (GOOG) a Great Investment Choice

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 29 - Hedge Fund Investor Letters, News

Is it a Good Move to Trim Your Johnson & Johnson (JNJ) Stake?

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 29 - Hedge Fund Investor Letters, News

Should You Consider Selling Some of Your UnitedHealth (UNH) Shares?

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 29 - Hedge Fund Investor Letters, News

Is Warner Bros. Discovery (WBD) a Smart Long-Term Buy?

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 29 - Hedge Fund Investor Letters, News

Here’s What Makes Apple (AAPL) a Smart Investment Choice

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Distillate Capital Partners’ Q2 2022 Investor Letter

Distillate Capital Partners LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Fiduciary Management All Cap Equity’s Q2 2022 Investor Letter

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

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Here’s Why RiverPark Disposed its Starbucks (SBUX) Shares

RiverPark Funds, an investment management firm, published its “RiverPark Wedgewood Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Is Recursion Pharmaceuticals (RXRX) a Worthy Investment?

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

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September 29 - Hedge Fund Investor Letters, News

Lux Capital’s Q2 2022 Investor Letter

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

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Pool Corp. (POOL)?

RiverPark Funds, an investment management firm, published its “RiverPark Wedgewood Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Is First Republic Bank (FRC) a Smart Investment Choice?

RiverPark Funds, an investment management firm, published its “RiverPark Wedgewood Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Should You Consider Investing in Progressive Corp. (PGR)?

RiverPark Funds, an investment management firm, published its “RiverPark Wedgewood Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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September 29 - Hedge Fund Investor Letters, News

12 Biggest Computer Hardware Companies in the World

In this article, we discuss the 12 biggest computer hardware companies in the world.

Keep Reading →

September 28 - Lists, News

5 Biggest Computer Hardware Companies in the World

In this article, we discuss the 5 biggest computer hardware companies in the world.

Keep Reading →

September 28 - News

Here’s What Makes UnitedHealth Group (UNH) a Great Investment Pick

RiverPark Funds, an investment management firm, published its “RiverPark Wedgewood Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 27 - Hedge Fund Investor Letters, News

RiverPark Fund’s Top Q2 Performer: Texas Pacific Land (TPL)

RiverPark Funds, an investment management firm, published its “RiverPark Wedgewood Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

September 27 - Hedge Fund Investor Letters, News

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