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Author Archive - Jose Karlo Mari Tottoc

Should You Keep On Holding Your Taiwan Semiconductor (TSM) 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.

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September 27 - Hedge Fund Investor Letters, News

Is it a Great Time to Increase Your PayPal (PYPL) Stake?

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 27 - Hedge Fund Investor Letters, News

RiverPark Wedgewood Fund’s Q2 2022 Investor Letter

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 27 - Hedge Fund Investor Letters, News

Is it a Good Choice to Invest in Sibanye Stillwater (SBSW)?

Desert Lion Capital, an investment management firm, recently published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 27 - Hedge Fund Investor Letters, News

Desert Lion Capital’s Q2 2022 Investor Letter

Desert Lion Capital, an investment management firm, recently published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 27 - Hedge Fund Investor Letters, News

Is Thryv Holdings (THRY) a Smart Long-Term Buy?

Bonhoeffer Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 27 - Hedge Fund Investor Letters, News

Is it Safe to Invest in Millicom (TIGO)?

Bonhoeffer Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 26 - Hedge Fund Investor Letters, News

Is Berry Global Group (BERY) a Wise Investment Choice?

Bonhoeffer Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 26 - Hedge Fund Investor Letters, News

Is it Still a Wise Move to Invest in Telecom Italia (TIIAY)?

Bonhoeffer Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Bonhoeffer Capital Management’s Q2 2022 Investor Letter

Bonhoeffer Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy that can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Is Lockheed Martin (LMT) a Smart Long-Term Buy?

Old West Investment Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Old West Investment Management’s Q2 2022 Investor Letter

Old West Investment Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Here’s Why Chartwell Investment Sold its CF Industries (CF) Stake

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Is Brunswick Corp. (BC) a Smart Long-Term Investment?

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Here’s Why Chartwell Investment Reinvested in General Motors (GM)

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Chartwell Investments Remains Optimistic in Lincoln National (LNC) Despite Weak Q2 Results

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Hanesbrands (HBI)?

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Acquiring Merck (MRK) Shares

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Is General Mills (GIS) a Smart Long-Term Buy?

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Here’s What Makes AT&T (T) a Smart Investment Choice

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Chartwell Investment Partners on Hain Celestial (HAIN): “The European Business was Especially Weak”

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your United Rentals (URI) Shares?

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Travel + Leisure Co. (TNL) Landed in Chartwell Investment’s Top Detractor List

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 23 - Hedge Fund Investor Letters, News

Flowers Foods (FLO) Landed in Chartwell Investment Partners’ Q2 Contributors List

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Chartwell Investment Partners’ Q2 2022 Investor Letter

Chartwell Investment Partners, an asset management company, released its second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Empire State Realty (ESRT)?

Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, published its “Longleaf Partners Small-Cap Fund” second quarter 2022 investor letter – ...

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September 21 - Hedge Fund Investor Letters, News

Longleaf Partners: “Anywhere Real Estate (HOUS) is in a Position to Be On Offense”

Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, published its “Longleaf Partners Small-Cap Fund” second quarter 2022 investor letter – ...

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September 21 - Hedge Fund Investor Letters, News

Here’s Why Longleaf Partners Chose to Not Increase its Vimeo (VMEO) Stake

Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, published its “Longleaf Partners Small-Cap Fund” second quarter 2022 investor letter – ...

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September 21 - Hedge Fund Investor Letters, News

Is Oscar Health (OSCR) a Smart Long-Term Buy?

Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, published its “Longleaf Partners Small-Cap Fund” second quarter 2022 investor letter – ...

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September 21 - Hedge Fund Investor Letters, News

Longleaf Partners’ Top Q2 Contributor: White Mountains Insurance Group (WTM)

Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, published its “Longleaf Partners Small-Cap Fund” second quarter 2022 investor letter – ...

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September 21 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund’s Q2 2022 Investor Letter

Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, published its “Longleaf Partners Small-Cap Fund” second quarter 2022 investor letter – ...

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September 21 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Advanced Micro Devices (AMD)

Baron Funds, an asset management company, released its “Baron Opportunity Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Should You Now Consider Acquiring ASML Holding (ASML) Shares?

Baron Funds, an asset management company, released its “Baron Opportunity Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Baron Opportunity Fund’s Q2 2022 Investor Letter

Baron Funds, an asset management company, released its “Baron Opportunity Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Baron Funds: “We Remain Optimistic About Public Storage (PSA)’s Long-Term Prospects”

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 20 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Disposed its Vornado Realty Trust (VNO) Stake

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 20 - Hedge Fund Investor Letters, News

Is Netstreit (NTST) a Smart Long-Term Investment?

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 20 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Invested in Extra Space Storage (EXR)

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

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September 20 - Hedge Fund Investor Letters, News

Baron Funds: “Sunstone Hotel (SHO) is Valued at Steep Discounts”

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 20 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Remains Optimistic in Pebblebrook Hotel Trust (PEB)

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 20 - Hedge Fund Investor Letters, News

Is it a Good Choice to Invest in Welltower (WELL)?

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 20 - Hedge Fund Investor Letters, News

Baron Funds: “Ventas (VTR) Shares are Attractively Valued”

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Is Duke Realty Corp. (DRE) a Smart Long-Term Investment?

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Is it Still Safe to Own Prologis (PLD) Shares?

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Digital Realty Trust (DLR)?

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Equinix (EQIX) is One of Baron Fund’s Top Prospects

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Baron Fund’s Sees Bright Future in Sun Communities (SUI)

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Baron Funds: “We Expect Equity LifeStyle (ELS)’s Business Results to be Resilient”

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Buying American Homes 4 Rent (AMH) Shares

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Remain Bullish in Invitation Homes (INVH)

Baron Funds, an asset management company, released its “Baron Real Estate Income Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.

Keep Reading →

September 19 - Hedge Fund Investor Letters, News

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