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Author Archive - Jose Karlo Mari Tottoc

Here’s Why Baron Funds Sold its RingCentral (RNG) Stake

Baron Funds, an asset management firm, published its “Baron Asset 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 it a Wise Move to Acquire CoStar (CSGP) Shares?

Baron Funds, an asset management firm, published its “Baron Asset 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

Baron Funds: “ANSYS Remains Well Positioned to Benefit From the Increasing Demand for Simulation Software”

Baron Funds, an asset management firm, published its “Baron Asset 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 it Still Safe to Acquire Ceridian HCM (CDAY) Shares?

Baron Funds, an asset management firm, published its “Baron Asset 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

Baron Funds: “Mettler (MTD) is an Exceptionally Well-Managed Business”

Baron Funds, an asset management firm, published its “Baron Asset 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

Baron Funds: “We Expect IDEXX’s Margins to Continue to Improve”

Baron Funds, an asset management firm, published its “Baron Asset 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 Brookfield Asset Management (BAM) a Smart Long-Term Buy?

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

Baron Funds Remains Optimistic in Adobe Inc. (ADBE)

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 Sold its IQVIA Position

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

Is it Still Worthy to Invest in BlackRock (BLK)?

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 Reduced its Meta (FB) Stake

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

Baron Funds: “We Continue to Own CME Due to its Strong Competitive Moats”

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

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

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 You Must Remain Confident in Your Visa (V) 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.

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May 18 - Hedge Fund Investor Letters, News

Baron Funds: “Roper (ROP) Held Up Better than the Broader Market”

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

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May 17 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Wix.com?

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

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May 17 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Buying Aspen Technology (AZPN) Shares

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

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May 17 - Hedge Fund Investor Letters, News

Baron Funds: “Teleflex (TFX) can Generate High Single-Digit Organic Revenue Growth”

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

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May 17 - Hedge Fund Investor Letters, News

Baron Funds: “Fair Isaac (FICO) Will Be a Steady Earnings Compounder”

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

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May 17 - Hedge Fund Investor Letters, News

Baron Funds: “Rollins (ROL) has a Strong Brand Operating in an Attractive and Defensive End Market”

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

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May 17 - Hedge Fund Investor Letters, News

Here’s What Makes Charles Schwab (SCHW) a Great Long-Term Investment

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

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May 17 - Hedge Fund Investor Letters, News

Is Tripadvisor (TRIP) a Smart Investment Choice?

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

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May 17 - Hedge Fund Investor Letters, News

Is it a Wise Decision to Acquire Arch Capital (ACGL) Shares?

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

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May 17 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Verisk Analytics (VRSK)

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

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May 17 - Hedge Fund Investor Letters, News

Baron Fifth Avenue Growth Fund’s Q1 2022 Investor Letter

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 17 - Hedge Fund Investor Letters, News

Baron Durable Advantage Fund’s Q1 2022 Investor Letter

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 17 - Hedge Fund Investor Letters, News

Should You Consider Investing in Amazon.com (AMZN)?

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 17 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Stronghold Digital Mining (SDIG)?

Miller Value Partners, an investment management firm, published its “Income Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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May 16 - Hedge Fund Investor Letters, News

Is it Still Worth Keeping Your Endo International (ENDP) Shares?

Miller Value Partners, an investment management firm, published its “Income Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

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May 16 - Hedge Fund Investor Letters, News

Is Nabors Industries (NBR) a Smart Long-Term Investment?

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Is Tenneco (TEN) a Smart Long-Term Buy?

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Is it Still a Wise Move to Invest in Gannett (GCI)?

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Should You Consider Investing in TechnipFMC (FTI)?

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Miller Value Partners: “Foot Locker (FL)’s Share Price Weakness Provides Attractive Reward/Risk Investment Potential”

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in American Axle (AXL)?

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Buy Farfetch (FTCH) Shares?

Miller Value Partners, an investment management firm, published its “Opportunity Equity” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Amazon (AMZN)?

Miller Value Partners, an investment management firm, published its “Opportunity Equity” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Here’s What Makes Siemens Energy (SMEGF) a Great Investment

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

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Miller Value Partners: “Bank of America (BAC) Massively Underperformed in the Financial Crisis”

Miller Value Partners, an investment management firm, published its “Opportunity Equity” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Baron Asset Fund’s Q1 2022 Investor Letter

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 16 - Hedge Fund Investor Letters, News

Massif Capital’s Q1 2022 Investor Letter

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

Keep Reading →

May 15 - Hedge Fund Investor Letters, News

Miller Value Partners Opportunity Equity

Miller Value Partners, an investment management firm, published its “Opportunity Equity” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 15 - Hedge Fund Investor Letters, News

Miller Value Partners Deep Value Strategy’s Q1 2022 Investor Letter

Miller Value Partners, an investment management firm, published its “Deep Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

May 15 - Hedge Fund Investor Letters, News

Bernzott Capital on Janus International (JBI): “Fundamentals Remain Strong and Cost Issues are Transient”

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

Here’s What Makes Bernzott Capital Confident in HCI Group (HCI)

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

Is it Still Fine to Own Open Lending (LPRO) Shares?

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

Bernzott Capital on EPAY: “We Exited with Gains”

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Exit Your ExlService Holdings (EXLS) Stake?

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

Is CoreCard (CCRD) a Great Investment?

Long Cast Advisers, LLC, an independent registered investment adviser investing on behalf of individuals, family offices and endowments, published its first quarter 2022 investor...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

Is DAIO a Smart Investment Choice?

Long Cast Advisers, LLC, an independent registered investment adviser investing on behalf of individuals, family offices and endowments, published its first quarter 2022 investor...

Keep Reading →

May 13 - Hedge Fund Investor Letters, News

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