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Author Archive - Jose Karlo Mari Tottoc

Is it Still Worthy to Invest in Meta Platforms (FB)?

Harding Loevner, an investment management firm, published its “Global Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 22 - Hedge Fund Investor Letters, News

Should You Already Consider Disposing Your Endava (DAVA) Stake?

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Argosy Investors: “FND is a Terrific Business that We Would Love to Own More of at a Better Price”

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Is Now a Great Time to Dispose Your XPO Stake?

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Colliers International Group (CIGI)?

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 22 - Hedge Fund Investor Letters, News

Should You Consider Acquiring FirstService (FSV) Shares?

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Here’s What Makes StoneCo (STNE) a Great Investment Choice

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Is IronSource (IS) a Smart Long-Term Buy?

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Is Goedeker (GOED) a Smart Long-Term Investment?

Artko Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Should You Consider Investing in HireQuest (HQI)?

Artko Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Here’s What Makes Align Technology (ALGN) a Great Investment Pick

Artko Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 22 - Hedge Fund Investor Letters, News

Artko Capital’s Q1 2022 Investor Letter

Artko Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Harding Loevner Global Equity Fund’s Q1 2022 Investor Letter

Harding Loevner, an investment management firm, published its “Global Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Is VIZIO a Smart Long-Term Buy?

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Is it a Great Time to Invest in HealthEquity (HQY)?

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Here’s What Makes Magnolia Oil (MGY) a Great Investment

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Here’s Why Wasatch Global Decided to Keep its Altra Industrial Motion (AIMC) Shares

Wasatch Global Investors, an investment management firm, published its “Wasatch Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Should You Consider Investing in Hamilton Lane (HLNE)?

Wasatch Global Investors, an investment management firm, published its “Wasatch Core Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Acquiring Holley (HLLY) Shares

Wasatch Global Investors, an investment management firm, published its “Wasatch Core Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Should You Consider Buying Medpace Holdings (MEDP) Shares?

Wasatch Global Investors, an investment management firm, published its “Wasatch Core Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Activision Blizzard (ATVI) Landed in FPA Queens’ Top Contributors List

FPA Queens Road, an investment management firm, published its “FPA U.S. Core Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Zoom Video (ZM) Landed in FPA Queens’ Top Detractors List

FPA Queens Road, an investment management firm, published its “FPA U.S. Core Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Is Netflix (NFLX) a Smart Investment Pick?

Tidefall Capital LP, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in EPAM?

Harding Loevner, an investment management firm, published its “Emerging Markets Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Is it a Good Move to Acquire Baidu (BIDU) Shares?

Harding Loevner, an investment management firm, published its “Emerging Markets Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Argosy Investors: “GDYN is a Good Company”

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

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June 21 - Hedge Fund Investor Letters, News

Argosy Investors Expects Attractive Returns From Meta (FB)

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Harding Loevner Emerging Markets Equity Fund’s Q1 2022 Investor Letter

Harding Loevner, an investment management firm, published its “Emerging Markets Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Tidefall Capital’s Q1 2022 Investor Letter

Tidefall Capital LP, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Argosy Investors’ Q1 2022 Investor Letter

Argosy Investors, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

FPA U.S. Core Equity Fund’s Q1 2022 Investor Letter

FPA Queens Road, an investment management firm, published its “FPA U.S. Core Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Wasatch Global: “We Continue to View Sprouts (SFM) as Inexpensive”

Wasatch Global Investors, an investment management firm, published its “Wasatch Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

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June 21 - Hedge Fund Investor Letters, News

Wasatch Global: “Cactus (WHD) was One of Our Top Contributors for the Quarter”

Wasatch Global Investors, an investment management firm, published its “Wasatch Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Janus International (JBI)?

Wasatch Global Investors, an investment management firm, published its “Wasatch Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Is Cal-Maine (CALM) Still a Smart Investment Choice?

Third Avenue Management, an investment management firm, published its “Small-Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in Hamilton Beach Brands (HBB)?

Third Avenue Management, an investment management firm, published its “Small-Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Third Avenue Management: “BrightSphere (BSIG) Has Been a Fruitful Special-Situation Investment Experience”

Third Avenue Management, an investment management firm, published its “Small-Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Is it a Good Move to Acquire Seaboard (SEB) Shares?

Third Avenue Management, an investment management firm, published its “Small-Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Here’s Why You Should Stay Calm in Your FPH Stake

Third Avenue Management, an investment management firm, published its “Small-Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in MYR Group (MYRG)?

Third Avenue Management, an investment management firm, published its “Small-Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Should You Consider Investing in KKR?

Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Wasatch Global’s Greatest Q1 Detractor: Kornit Digital (KRNT)

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Wasatch Global: “TREX is Well Positioned to Pass Along Future Cost Increases”

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Here’s Why Wasatch Global Remains Positive in FND

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Wasatch Global’s Strongest Q1 Contributor: Intra-Cellular Therapies (ITCI)

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 21 - Hedge Fund Investor Letters, News

Wasatch Core Growth Fund’s Q1 2022 Investor Letter

Wasatch Global Investors, an investment management firm, published its “Wasatch Core Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded ...

Keep Reading →

June 19 - Hedge Fund Investor Letters, News

Wasatch Small Cap Value Fund’s Q1 2022 Investor Letter

Wasatch Global Investors, an investment management firm, published its “Wasatch Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 19 - Hedge Fund Investor Letters, News

Third Avenue International Real Estate Value Fund’s Q1 2022 Investor Letter

Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

June 19 - Hedge Fund Investor Letters, News

Wasatch Ultra Growth Fund’s Q1 2022 Investor Letter

Wasatch Global Investors, an investment management firm, published its “Wasatch Ultra Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

June 19 - Hedge Fund Investor Letters, News

Here’s Why Hourglass Capital Exited its TEGNA (TGNA) Stake

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

Keep Reading →

June 16 - Hedge Fund Investor Letters, News

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