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Author Archive - Jose Karlo Mari Tottoc

Alta Fox Capital: “XPEL is an Excellent Business”

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

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August 1 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Everbridge (EVBG)?

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

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August 1 - Hedge Fund Investor Letters, News

Alta Fox Capital: “Hasbro (HAS) is the Most Frustrating Detractor of 2022”

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

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August 1 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Ball Corp. (BALL)

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

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July 29 - Hedge Fund Investor Letters, News

Alta Fox Capital’s Q2 2022 Investor Letter

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

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July 29 - Hedge Fund Investor Letters, News

Is it a Smart Choice to Invest in Envestnet (ENV)?

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

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July 29 - Hedge Fund Investor Letters, News

Is it Still Safe to Own Bright Horizons (BFAM)?

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

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July 29 - Hedge Fund Investor Letters, News

Upslope Capital Management’s Q2 2022 Investor Letter

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

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July 29 - Hedge Fund Investor Letters, News

Is it a Wise Move to Acquire StoneCo (STNE) Shares?

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Nordstern Capital: “We Expect Higher Sales Volumes, Sales Prices, and Record Income for ARCH”

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

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July 29 - Hedge Fund Investor Letters, News

Nordstern Capital’s Q2 2022 Investor Letter

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

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July 29 - Hedge Fund Investor Letters, News

Here’s What Makes Lam Research (LRCX) a Great Investment Option

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Should You Still Consider Buying Sensata (ST) Shares?

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Here’s Why You Should Remain Confident in Your Meta (FB) Position

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Is Expedia (EXPE) Still a Great Investment Choice?

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Artisan Partners: “BABA’s Shares Could Double, and They Still Would Not Be Expensive”

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 28 - Hedge Fund Investor Letters, News

Should You Consider Investing in Danone (DANOY)?

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 28 - Hedge Fund Investor Letters, News

Here’s Why Artisan Partners Trimmed its BAE Systems (BAESY) Stake

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 28 - Hedge Fund Investor Letters, News

Artisan Global Value Fund’s Q2 2022 Investor Letter

Artisan Partners, an investment management firm, published its "Artisan Global Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 28 - Hedge Fund Investor Letters, News

Alluvial Capital Management: “Poor TIM”

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

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July 28 - Hedge Fund Investor Letters, News

Alluvial Capital: “Give Cuisine (CUSI)’s Products a Try! You Won’t Be Disappointed”

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

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July 28 - Hedge Fund Investor Letters, News

Alluvial Capital: “Garrett Motion (GTX) is an Exercise in Patience”

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

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July 28 - Hedge Fund Investor Letters, News

Is it Still a Good Decision to Invest in P10 (PX)?

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

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July 28 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Q2 2022 Investor Letter

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

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July 28 - Hedge Fund Investor Letters, News

Should You Now Go Short in Starbucks (SBUX)?

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

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July 28 - Hedge Fund Investor Letters, News

Here’s What Makes First Republic Bank (FRC) a Great Investment Pick

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

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July 27 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in UnitedHealth (UNH)?

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

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July 27 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Progressive Corp. (PGR)

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

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July 27 - Hedge Fund Investor Letters, News

Is it Still Worthy to Keep Your Taiwan Semiconductor (TSM) Stake?

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

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July 27 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Buying Apple (AAPL) Shares

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

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July 27 - Hedge Fund Investor Letters, News

Is Alphabet (GOOG) an Attractive Investment?

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

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July 27 - Hedge Fund Investor Letters, News

Is it a Good Time to Increase Your PayPal (PYPL) Position?

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

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July 27 - Hedge Fund Investor Letters, News

Wedgewood Partners’ Q2 2022 Investor Letter

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

Keep Reading →

July 27 - Hedge Fund Investor Letters, News

Here’s Why Stewart Asset Management Sold its Meta (FB) Stake

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

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July 27 - Hedge Fund Investor Letters, News

Is MSCI a Smart Long-Term Investment?

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

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July 27 - Hedge Fund Investor Letters, News

Is Thermo Fisher (TMO) a Safe Investment Pick?

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

Keep Reading →

July 27 - Hedge Fund Investor Letters, News

Stewart Asset Management’s Q2 2022 Investor Letter

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

Keep Reading →

July 27 - Hedge Fund Investor Letters, News

Here’s What Makes SunOpta (STKL) a Smart Investment Pick

Heartland Advisors, an investment management firm, published its “Heartland Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here.

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July 27 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Carriage Services (CSV)?

Heartland Advisors, an investment management firm, published its “Heartland Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 26 - Hedge Fund Investor Letters, News

Heartland Value Fund’s Q2 2022 Investor Letter

Heartland Advisors, an investment management firm, published its “Heartland Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 26 - Hedge Fund Investor Letters, News

Is Phibro (PAHC) a Smart Investment Choice?

Heartland Advisors, an investment management firm, published its “Heartland Value Plus Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

July 26 - Hedge Fund Investor Letters, News

Heartland Advisors: “Haemonetics (HAE) is a Recession-Friendly Stock”

Heartland Advisors, an investment management firm, published its “Heartland Value Plus Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

July 26 - Hedge Fund Investor Letters, News

Heartland Value Plus Fund’s Q2 2022 Investor Letter

Heartland Advisors, an investment management firm, published its “Heartland Value Plus Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

July 26 - Hedge Fund Investor Letters, News

Is it a Wise Decision to Establish a NOV Position?

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

Heartland Advisors: “THO has Proven Resilient in the Current Environment”

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

Is it Safe to Invest in Genpact (G)?

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

Heartland Advisors: “Snap-on (SNA)’s Current Valuation Leaves Plenty of Room to Run”

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

Should You Now Consider Investing in First Interstate BancSystem (FIBK)?

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

Should You Consider Acquiring Americold Realty Trust (COLD) Shares?

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

Heartland Mid Cap Value Fund’s Q2 2022 Investor Letter

Heartland Advisors, an investment management firm, published its "Heartland Mid Cap Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

July 25 - Hedge Fund Investor Letters, News

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