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Author Archive - Jose Karlo Mari Tottoc

Here’s What Makes Vale S.A. a Great Investment Choice

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 13 - Hedge Fund Investor Letters, News

Is Quad Graphics (QUAD) a Great Long-Term Investment?

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 13 - Hedge Fund Investor Letters, News

Is it a Wise Move to Buy HRB 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 13 - Hedge Fund Investor Letters, News

Long Cast Advisers’ Q1 2022 Investor Letter

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

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May 12 - Hedge Fund Investor Letters, News

Miller Value Partners Income Strategy’s Q1 2022 Investor Letter

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 12 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Warner Bros. (WBD)?

Silver Ring 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 12 - Hedge Fund Investor Letters, News

Should You Consider Buying Qurate (QRTEA) Shares?

Silver Ring 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 12 - Hedge Fund Investor Letters, News

Should You Consider Acquiring Bayer (BAYRY) Shares?

Mittleman Brothers Investment 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 12 - Hedge Fund Investor Letters, News

Is it Still Promising to Invest in Revlon (REV)?

Mittleman Brothers Investment 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 12 - Hedge Fund Investor Letters, News

Here’s Why Bernzott Capital Believes that Viper Energy (VNOM) is Undervalued

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 ...

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May 12 - Hedge Fund Investor Letters, News

Is MP Materials (MP) a Great Investment Choice?

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 ...

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May 12 - Hedge Fund Investor Letters, News

Here’s Why Bernzott Capital Remains Optimistic in Compass Minerals (CMP)

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 ...

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May 12 - Hedge Fund Investor Letters, News

Bernzott Capital: “Hillenbrand (HI) is Well Positioned for Future Acquisitions”

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 ...

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May 12 - Hedge Fund Investor Letters, News

Should You Already Consider Disposing Your ATI Physical Therapy (ATIP) 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 ...

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May 12 - Hedge Fund Investor Letters, News

Is Halozyme Therapeutics (HALO) a Smart Long-Term Buy?

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 ...

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May 12 - Hedge Fund Investor Letters, News

Bernzott Capital Advisors’ Q1 2022 Investor Letter

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 ...

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May 11 - Hedge Fund Investor Letters, News

Mittleman Brothers Investment Management’s Q1 2022 Investor Letter

Mittleman Brothers Investment 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 11 - Hedge Fund Investor Letters, News

Third Point Management Sees a Bright Future in Pacific Gas and Electric (PCG)

Third Point 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 11 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in TE Connectivity (TEL)?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 11 - Hedge Fund Investor Letters, News

Would You Dare to Acquire Some Aptiv (APTV) Shares?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 11 - Hedge Fund Investor Letters, News

Is Eaton (ETN) a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 11 - Hedge Fund Investor Letters, News

Here’s Why Curreen Capital Sold its Conduent (CNDT) Stake

Curreen 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 11 - Hedge Fund Investor Letters, News

Is it Still Safe to Invest in Shell plc (SHEL)?

Third Point 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 11 - Hedge Fund Investor Letters, News

Is it a Great Time to Exit Your American Outdoor (AOUT) Shares?

Curreen 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 11 - Hedge Fund Investor Letters, News

Is Jackson Financial (JXN) a Great Long-Term Investment?

Curreen 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 11 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your Trane Technologies (TT) Shares?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 11 - Hedge Fund Investor Letters, News

Would You Consider Investing in Regal Rexnord (RRX)?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 11 - Hedge Fund Investor Letters, News

Silver Ring Value Partners’ Q1 2022 Investor Letter

Silver Ring 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 11 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Investments Sold its Vroom (VRM) Shares

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

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May 10 - Hedge Fund Investor Letters, News

Is it Great to Invest in SolarEdge Technologies (SEDG)?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 10 - Hedge Fund Investor Letters, News

Should You Consider Buying Enphase Energy (ENPH) Shares?

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

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May 10 - Hedge Fund Investor Letters, News

Third Point Management’s Q1 2022 Investor Letter

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

Keep Reading →

May 10 - Hedge Fund Investor Letters, News

Curreen Capital’s Q1 2022 Investor Letter

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

Keep Reading →

May 10 - Hedge Fund Investor Letters, News

Is Zurn Water Solutions (ZWS) a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

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May 9 - Hedge Fund Investor Letters, News

Is it a Great Move to Buy Neurocrine Biosciences (NBIX) Shares?

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

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May 9 - Hedge Fund Investor Letters, News

Is it a Wise Decision to Acquire Evolution Petroleum Corporation (EPM) Shares?

Steel City 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 9 - Hedge Fund Investor Letters, News

Should You Consider Investing in Liberty Latin America (LILA)?

Steel City 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 9 - Hedge Fund Investor Letters

Steel City Capital: “ATEX’s Share Price will Persist Until Management Starts Putting Points on the Board Consistently”

Steel City 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 9 - Hedge Fund Investor Letters, News

ClearBridge Investments Sustainability Leaders Strategy’s Q1 2022 Investor Lettter

ClearBridge Investments, an investment management firm, published its “Sustainability Leaders Strategy” first quarter 2022 investor letter – a copy of which can be downloaded...

Keep Reading →

May 9 - Hedge Fund Investor Letters, News

ClearBridge Investments SMID Cap Growth Strategy’s Q1 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

May 9 - Hedge Fund Investor Letters, News

Is it a Wise Decision to Acquire Carriage Services (CSV) Shares?

Steel City 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 6 - Hedge Fund Investor Letters, News

Should You Consider Buying Service Corp. International (SCI) Shares?

Steel City 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 6 - Hedge Fund Investor Letters, News

Is it a Great Move to Go Short on Carvana Co. (CVNA)?

Steel City 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 6 - Hedge Fund Investor Letters, News

Here’s What Makes Canadian Imperial Bank (CM) a Great Investment Pick

ClearBridge Investments, an investment management firm, published its “Global Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

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May 6 - Hedge Fund Investor Letters, News

Is Itron (ITRI) a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “Small Cap Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

May 6 - Hedge Fund Investor Letters, News

Is Group 1 Automotive (GPI) a Great Long-Term Investment Choice?

ClearBridge Investments, an investment management firm, published its “Small Cap Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

May 6 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Investments Sold its CSG Systems (CSGS) Position

ClearBridge Investments, an investment management firm, published its “Small Cap Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

May 6 - Hedge Fund Investor Letters, News

Steel City Capital’s Q1 2022 Investor Letter

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

Keep Reading →

May 6 - Hedge Fund Investor Letters, News

ClearBridge Investments Global Growth Strategy’s Q1 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Global Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

May 6 - Hedge Fund Investor Letters, News

ClearBridge Investments Small Cap Value Strategy’s Q1 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Small Cap Value Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...

Keep Reading →

May 6 - Hedge Fund Investor Letters, News

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