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Author Archive - Jose Karlo Mari Tottoc

Is it ‘Take Profit’ Time for Your East West (EWBC) Shares?

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

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

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

Baron Funds: “We Remain Optimistic About the Prospects for Boyd (BYD)’s 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.

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May 24 - Hedge Fund Investor Letters, News

Should You Consider Investing in Madison Square Garden Entertainment (MSGE)?

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 24 - Hedge Fund Investor Letters, News

Baron Funds: “We Believe Travel + Leisure (TNL)’s Shares are Attractively Valued”

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 24 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Trimmed its Simon Property Group (SPG) Stake

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 24 - Hedge Fund Investor Letters, News

Baron Funds: “Las Vegas Sands (LVS) Maintains a Liquid and Investment Grade Balance Sheet”

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 24 - Hedge Fund Investor Letters, News

Baron Funds: “GDS Holdings is Projected to Grow its Cash Flow 3 to 4 Times Faster”

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 24 - Hedge Fund Investor Letters, News

Baron Funds: “Public Storage (PSA)’s Shares are Currently Valued at a 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.

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May 24 - Hedge Fund Investor Letters, News

Baron Funds: “Vail (MTN)’s Shares are Now Attractively Valued”

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 24 - Hedge Fund Investor Letters, News

Is it Still a Good Move to Invest in Salesforce (CRM)?

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

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May 23 - Hedge Fund Investor Letters, News

Baron Funds: “Vertiv (VRT) Got Obliterated”

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

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May 23 - Hedge Fund Investor Letters, News

Baron Funds Remains Optimistic in Mercury Systems (MRCY)

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

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May 23 - Hedge Fund Investor Letters, News

Here’s What Makes HealthEquity (HQY) a Great Investment Choice

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

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May 23 - Hedge Fund Investor Letters, News

Is it a Great Decision to Invest in WEX?

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

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May 23 - Hedge Fund Investor Letters, News

Is it a Great Choice to Acquire Installed Building Products (IBP) Shares?

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

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May 23 - Hedge Fund Investor Letters, News

Here’s What Makes Floor and Decor a Great Investment Option

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

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May 23 - Hedge Fund Investor Letters, News

Baron Funds: “SiteOne (SITE) is a Special Company and Management Team”

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

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May 23 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Remains Optimistic in Trex Company (TREX)

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

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May 23 - Hedge Fund Investor Letters, News

Baron Funds: “We See Potential for Progyny (PGNY) to Grow its Top Line CAGR at Approximately 35%”

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

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May 23 - Hedge Fund Investor Letters, News

Baron Funds: “Shift4 Payments (FOUR) is Not Yet Profitable and is Somewhat Capital Intensive”

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

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May 23 - Hedge Fund Investor Letters, News

Baron Funds on PAYA: “We were Less Impressed by its Growth and Positioning”

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

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May 23 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “KKR is Positioned for Long-Term Success”

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

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May 22 - Hedge Fund Investor Letters, News

Vulcan Value Partners on Porch Group (PRCH): “Our Long-Term Thesis Remains Intact”

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

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May 22 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in PROG Holdings (PRG)

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

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May 22 - Hedge Fund Investor Letters, News

Baron Small Cap Fund’s Q1 2022 Investor Letter

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

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May 22 - Hedge Fund Investor Letters, News

Baron Real Estate Fund’s Q1 2022 Investor Letter

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 22 - Hedge Fund Investor Letters, News

Should You Still Consider FIGS as a Worthy Investment?

1 Main 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 19 - Hedge Fund Investor Letters, News

Is it Still a Great Decision to Buy Carvana (CVNA) Shares?

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

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May 19 - Hedge Fund Investor Letters, News

Would You Dare to Invest in Redfin (RDFN)?

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

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Splunk (SPLK) Landed in Saga Partners’ Top Performer List

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

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May 19 - Hedge Fund Investor Letters, News

AppLovin Corp. (APP) Landed in Vulcan Value Partners’ Detractor List

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

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Wayfair (W) Became One of Vulcan Value’s Top Detractor

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

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May 19 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “Lam Research (LRCX)’s Fundamentals Remain Strong”

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

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May 19 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “We Expect Meta (FB) to Return to Double-Digit Bottom Line Growth Next Year”

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

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Vulcan Value Partners Reduced its Upstart (UPST) Stake

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

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May 19 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “We Feel Qorvo (QRVO)’s Long-Term Prospects are Promising”

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

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May 19 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “Cerence (CRNC)’s Competitive Moat Remains Unchanged”

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

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May 19 - Hedge Fund Investor Letters, News

Vulcan Value Partners Believes that SmartRent (SMRT) is a ‘Competitively Entrenched Industry Leader’

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

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May 19 - Hedge Fund Investor Letters, News

Is it a Great Decision to Acquire Ecolab (ECL) Shares?

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

Keep Reading →

May 19 - Hedge Fund Investor Letters, News

Vulcan Value Partners’ Q1 2022 Investor Letter

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

Keep Reading →

May 19 - Hedge Fund Investor Letters, News

Saga Partners’ Q1 2022 Investor Letter

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

Keep Reading →

May 19 - Hedge Fund Investor Letters, News

1 Main Capital’s Q1 2022 Investor Letter

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

Keep Reading →

May 19 - Hedge Fund Investor Letters, News

Is it a Good Move to Buy Accenture (ACN) Shares?

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

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Buying Cloudflare (NET) Shares

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

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May 18 - Hedge Fund Investor Letters, News

Here’s What Makes Endava (DAVA) a Great Investment Pick

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

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May 18 - Hedge Fund Investor Letters, News

Is Tesla (TSLA) Still a Smart Long-Term Investment?

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

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

Baron Funds Reduced its Clarivate (CLVT) Stake, Here’s Why

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

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

Should You Consider Investing in Intuit (INTU)

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

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May 18 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Disposed its Farfetch (FTCH) Position

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

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

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