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Author Archive - Jose Karlo Mari Tottoc

Oakmark Funds’ Q1 2022 Investor Letter

Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here.  A return of -3% was reported...

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April 25 - Hedge Fund Investor Letters, News

Fiduciary Management Large Cap Equity Fund’s Q1 2022 Investor Letter

Fiduciary Management, an investment management firm, published its “Large Cap Equity Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.

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April 25 - Hedge Fund Investor Letters, News

Third Avenue Management Value Fund’s Q1 2022 Investor Letter

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

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April 25 - Hedge Fund Investor Letters, News

Is it a Great Move to Acquire International Seaways (INSW) Shares?

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

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April 22 - Hedge Fund Investor Letters, News

Is it Still Wise to Invest in Brighthouse Financial (BHF)?

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

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April 22 - Hedge Fund Investor Letters, News

Is it Still Worthy to Hold On to Your Green Brick Partners (GRBK) Position?

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

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April 22 - Hedge Fund Investor Letters, News

Is Mastercard (MA) a Wise Investment Choice?

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

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April 22 - Hedge Fund Investor Letters, News

Is Chipotle (CMG) a Smart Long-Term Investment?

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

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April 22 - Hedge Fund Investor Letters, News

Is Google (GOOG) a Great Long-Term Investment?

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

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April 22 - Hedge Fund Investor Letters, News

Is it Still Good to Invest in Ferrari N.V. (RACE)?

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

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April 22 - Hedge Fund Investor Letters, News

Ensemble Capital: “Netflix (NFLX)’s Service Remains Priced Well Below the Value it Offers”

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

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April 22 - Hedge Fund Investor Letters, News

Would You Dare to Invest in Home Depot (HD)?

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

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April 22 - Hedge Fund Investor Letters, News

Here’s Why You Must Remain Confident in Your Illumina (ILMN) Stake

Ensemble Capital, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be seen here.

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April 22 - Hedge Fund Investor Letters, News

Is TD SYNNEX (SNX) a Smart Long-Term Investment?

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

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April 22 - Hedge Fund Investor Letters, News

Greenlight Capital’s Q1 2022 Investor Letter

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

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April 22 - Hedge Fund Investor Letters, News

White Brook Capital: “IAC was a Very Successful Investment for the Fund”

White Brook Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Thryv (THRY)?

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

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April 21 - Hedge Fund Investor Letters, News

Is TransAct Technologies (TACT) a Smart Long-Term Investment?

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

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April 21 - Hedge Fund Investor Letters, News

Is it Still Safe to Own Graftech (EAF) Stock?

O’Keefe Stevens Advisory Inc., an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Newmark Group (NMRK)?

O’Keefe Stevens Advisory Inc., an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is Intel Corp. (INTC) Still Worth Investing ?

O’Keefe Stevens Advisory Inc., an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is Donnelley Financial (DFIN) a Smart Long-Term Buy?

O’Keefe Stevens Advisory Inc., an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is it a Good Time to Sell Your KAR Auction Services (KAR) Position?

White Brook Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

White Brook Capital on Qurate Retail (QRTEA): “We Lost Money on the Investment”

White Brook Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your Mohawk Industries (MHK) Shares Before it’s Too Late?

White Brook Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Ensemble Capital’s Q1 2022 Investor Letter

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

Keep Reading →

April 21 - Hedge Fund Investor Letters, News

White Brook Capital’s Q1 2022 Investor Letter

White Brook Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

O’Keefe Stevens Advisory’s Q1 2022 Investor Letter

O’Keefe Stevens Advisory Inc., an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 21 - Hedge Fund Investor Letters, News

Is Cintas Corporation (CTAS) a Smart Long-Term Buy?

Cooper Investors, an investment management firm, published its “Global Equities Fund (Hedged)” first quarter 2022 investor letter – a copy of which can be downloaded here...

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April 20 - Hedge Fund Investor Letters, News

Cooper Investors: “Ryan Specialty (RYAN) is a Stand-Out Performer”

Cooper Investors, an investment management firm, published its “Global Equities Fund (Hedged)” first quarter 2022 investor letter – a copy of which can be downloaded here...

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April 20 - Hedge Fund Investor Letters, News

Is it Worthy to Invest in Houghton Mifflin (HMHC)?

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

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April 20 - Hedge Fund Investor Letters, News

Laughing Water Capital’s Q1 2022 Investor Letter

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

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April 20 - Hedge Fund Investor Letters, News

Here’s Why Rowan Street Capital Sold its LYFT Position

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Is it Time to Consider Selling Your Zillow Group (ZG) Stake?

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Is it a Good Time to Consider Buying Netflix (NFLX) Shares?

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Here’s Why Cooper Investors Sold its Warner Music (WMG) Stake

Cooper Investors, an investment management firm, published its “Global Equities Fund (Hedged)” first quarter 2022 investor letter – a copy of which can be downloaded here...

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April 20 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your CoStar (CSGP) Stake Before it’s Too Late?

Cooper Investors, an investment management firm, published its “Global Equities Fund (Hedged)” first quarter 2022 investor letter – a copy of which can be downloaded here...

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April 20 - Hedge Fund Investor Letters, News

Rowan Street Capital: “We Believe there is Great Future for Spotify (SPOT)”

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Rowan Street Capital is Optimistic and Confident in Meta Platforms (FB)

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Rowan Street Capital on Trade Desk (TTD): “We Intend to Hold On to Every Share We Own”

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Is it a Good Move to Establish a Position in Docusign (DOCU)?

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Should You Now Consider Buying Shopify (SHOP) Shares?

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Rowan Street Capital’s Q1 2022 Investor Letter

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

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April 20 - Hedge Fund Investor Letters, News

Would You Consider to Invest in Algoma Steel Group (ASTL)?

Ravensource Fund, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 19 - Hedge Fund Investor Letters, News

Is it a Great Move to Buy Brookfield DTLA Fund (DTLA-P) Shares?

Ravensource Fund, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 19 - Hedge Fund Investor Letters, News

Is it Time to Sell Your Spanish Broadcasting System (SBSAA) Stake?

Ravensource Fund, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

Keep Reading →

April 19 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in PAR Technology (PAR)?

Symmetry Invest A/S, an alternative investment association, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 19 - Hedge Fund Investor Letters, News

Is it Worth it to Invest in Franklin Covey (FC)?

Symmetry Invest A/S, an alternative investment association, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 19 - Hedge Fund Investor Letters, News

Is IAC/InterActiveCorp (IAC) A Wise Investment Choice?

Symmetry Invest A/S, an alternative investment association, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

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April 19 - Hedge Fund Investor Letters, News

Symmetry Invest: “TPL has Been One of the Best Performing Stocks Over the Last 10 Years”

Symmetry Invest A/S, an alternative investment association, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here.

Keep Reading →

April 19 - Hedge Fund Investor Letters, News

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