Campbell Wilson’s Old Well Partners Is Buying These 5 Stocks

In this article, we discuss the 5 stocks that Campbell Wilson’s Old Well Partners is buying. If you want to read our detailed analysis of Wilson’s history, investment philosophy, and hedge fund performance, go directly to Campbell Wilson’s Old Well Partners Is Buying These 10 Stocks.

5. ZTO Express (Cayman) Inc. (NYSE:ZTO)

Old Well Partners’ Stake Value: $12.38 million

Percentage of Old Well Partners’ 13F Portfolio: 6.38%

Number of Hedge Fund Holders: 20

ZTO Express (Cayman) Inc. (NYSE:ZTO) is next on the list of top stocks to buy according to Campbell Wilson’s Old Well Partners. The firm offers delivery and logistics services in China. Old Well Partners owns roughly 404,000 shares in ZTO Express (Cayman) Inc. (NYSE:ZTO) at the end of the third quarter, worth $12.38 million and representing a 6.38% portion of the fund’s overall portfolio.

In early January, Citi analyst Lu Xu reiterated a ‘Buy’ rating on ZTO Express (Cayman) Inc. (NYSE:ZTO) shares, and raised the price target to $40.90 from $38.80, noting that the company remains the analyst’s top pick in the delivery segment, owing to its “attractive valuation and better-than-peers cost advantage as the industry leader.” Xu also maintains a positive outlook on the company in FY22.