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Author Archive - Jose Karlo Mari Tottoc

Here’s Why You Should Consider Investing in Marriott International (MAR)

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Core Equity” first quarter 2022 investor letter – ...

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May 31 - Hedge Fund Investor Letters, News

Aristotle Capital Management Focus Growth Fund’s Q1 2022 Investor Letter

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Focus Growth Fund” first quarter 2022 investor letter...

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May 31 - Hedge Fund Investor Letters, News

Aristotle Capital Management Core Equity Fund’s Q1 2022 Investor Letter

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Core Equity” first quarter 2022 investor letter – ...

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May 31 - Hedge Fund Investor Letters, News

Aristotle Capital: “Jacobs (J) is Now Well-Positioned to Benefit From Several Attractive Secular Trends”

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small/Mid Cap Equity Composite Fund” first quarter...

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May 30 - Hedge Fund Investor Letters, News

Is Sonos (SONO) a Smart Long-Term Investment?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small/Mid Cap Equity Composite Fund” first quarter...

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May 30 - Hedge Fund Investor Letters, News

Is it a Smart Decision to Acquire iStar (STAR) Shares?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small/Mid Cap Equity Composite Fund” first quarter...

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May 30 - Hedge Fund Investor Letters, News

Is AerCap (AER) Still Worth Keeping?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small/Mid Cap Equity Composite Fund” first quarter...

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May 30 - Hedge Fund Investor Letters, News

Is Range Resources (RRC) a Smart Long-Term Buy?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small/Mid Cap Equity Composite Fund” first quarter...

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May 30 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital Chose to Maintain its Position in NexTier (NEX)

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital Decided to Hold its Cal-Maine (CALM) Stake

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Aristotle Capital: “FLOWERS.COM (FLWS)’s Recent Macro Headwinds Will Subside Over Time”

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Is MACOM Technology (MTSI) a Smart Long-Term Buy?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Is JBG SMITH Properties (JBGS) a Smart Long-Term Buy?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Is it Time to Sell Your Evercore (EVR) Position?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital Disposed its Omega Healthcare Investors (OHI) Stake

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 30 - Hedge Fund Investor Letters, News

Aristotle Capital Management Small/Mid Cap Equity Composite Fund’s Q1 2022 Investor Letter

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small/Mid Cap Equity Composite Fund” first quarter...

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May 30 - Hedge Fund Investor Letters, News

Sony Group Landed in Aristotle Capital’s Top Q1 Detractors

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “International Equity ADR Fund” first quarter 2022 investor letter...

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May 30 - Hedge Fund Investor Letters, News

Aristotle Capital: “FMC’s Current Stock Price is Offered at a Discount”

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 30 - Hedge Fund Investor Letters, News

Aristotle Capital: “Shares of Dolby Laboratories (DLB) are Undervalued by the Market”

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 30 - Hedge Fund Investor Letters, News

Is Brookfield Asset Management (BAM) a Worthy Investment Choice?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 30 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Walgreens Boots Alliance (WBA)?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 27 - Hedge Fund Investor Letters, News

Aristotle Capital Management International Equity ADR Fund’s Q1 2022 Investor Letter

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “International Equity ADR Fund” first quarter 2022 investor letter...

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May 27 - Hedge Fund Investor Letters, News

Aristotle Capital Management Small Cap Equity Fund’s Q1 2022 Investor Letter

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Small Cap Equity Fund” first quarter 2022 investor...

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May 27 - Hedge Fund Investor Letters, News

Here’s What Makes Maximus (MMS) a Great Investment Choice

Wedgewood Partners, an investment management firm, published its “Focused SMID Cap Strategy” first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 27 - Hedge Fund Investor Letters, News

Is Acuity Brands (AYI) a Smart Investment Pick?

Wedgewood Partners, an investment management firm, published its “Focused SMID Cap Strategy” first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 27 - Hedge Fund Investor Letters, News

RF Capital: “Sprouts (SFM) Continues to Make Progress Despite Inflation and Supply Chain Constraints”

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

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May 27 - Hedge Fund Investor Letters, News

Nordstern Capital: “StoneCo (STNE) is Going to Be a Winner”

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

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May 27 - Hedge Fund Investor Letters, News

Should You Consider Buying Arch Resources (ARCH) Shares?

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

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May 27 - Hedge Fund Investor Letters, News

Here’s What Makes Cameco (CCJ) a Smart Long-Term Investment

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 27 - Hedge Fund Investor Letters, News

Is it Still Worthy to Own Lennar (LEN) Shares?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 27 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital Disposed its Axalta (AXTA) Shares

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 27 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your Bank of America (BAC) Shares?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 27 - Hedge Fund Investor Letters, News

Aristotle Capital Sold its Chubb (CB) Stake Despite still consider Chubb to be a high-quality business

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 27 - Hedge Fund Investor Letters, News

Wedgewood Partners Focused SMID Cap Strategy’s Q1 2022 Investor Letter

Wedgewood Partners, an investment management firm, published its “Focused SMID Cap Strategy” first-quarter 2022 investor letter – a copy of which can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

Aristotle Capital: “Xcel Energy (XEL)’s Current Stock Price is Offered at a Discount”

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

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May 26 - Hedge Fund Investor Letters, News

Is Oshkosh (OSK) a Worthy Investment Choice?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

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May 26 - Hedge Fund Investor Letters, News

Aristotle Capital Management Global Equity Fund’s Q1 2022 Investor Letter

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Global Equity Fund” first quarter 2022 investor letter – a...

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May 26 - Hedge Fund Investor Letters, News

Nordstern Capital’s Q1 2022 Investor Letter

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

Keep Reading →

May 26 - Hedge Fund Investor Letters, News

RF Capital Management’s Q1 2022 Investor Letter

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

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May 26 - Hedge Fund Investor Letters, News

Is Blackstone (BX) a Smart Long-Term Buy?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

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May 25 - Hedge Fund Investor Letters, News

Is Atmos Energy (ATO) a Smart Long-Term Investment?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

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May 25 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital Exited its Johnson Controls (JCI) Position

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

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May 25 - Hedge Fund Investor Letters, News

AZEK Company Landed in Baron Funds’ Detractor List

Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

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May 25 - Hedge Fund Investor Letters, News

Baron Fund: “Six Flags (SIX) May Reach $70 or 80% Higher than its Recent Price”

Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 25 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in Jones Lang LaSalle (JLL)?

Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

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May 25 - Hedge Fund Investor Letters, News

Baron Funds: “CBRE Group is Well-Positioned to Benefit From Long-Term Growth Opportunities”

Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 25 - Hedge Fund Investor Letters, News

Is it a Great Choice to Acquire Howard Hughes Corporation (HHC) Shares?

Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 25 - Hedge Fund Investor Letters, News

Baron Funds: “MGM Resorts is Valued at a Significant Discount”

Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 25 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in Chubb (CB)?

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

Keep Reading →

May 25 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital ‘Remains Excited’ about Corteva (CTVA)

Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...

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May 25 - Hedge Fund Investor Letters, News

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