Should You Buy Microsoft (MSFT) in 2021?

Blue Hawk Investment Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 7.48% was recorded by the fund for the Q4 of 2020, below its S&P 500 benchmark that delivered an 11.69% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.

Blue Hawk Investment Group said in its Q4 letter than Redmond software giant Microsoft Corporation (NASDAQ: MSFT) was one of the top contributors for their long book. Microsoft Corporation is a computer software manufacturing company that currently has a $1.8 trillion market cap. For the past 3 months, MSFT delivered an 11.03% return and settled at $242.47 per share at the closing of February 8th.

Here is what Blue Hawk Investment Group has to say about Microsoft Corporation in their Q4 2020 investor letter:

“Our top contributors in 2020 came from the long book, led by three of our core holdings. Microsoft round out the top five. The stock we have held since inception of the fund, buying Microsoft at $62 originally in early 2017. A  3.5x return respectively over the four-year period.”

Microsoft Corporation (NASDAQ:MSFT), Microsoft sign, building, symbole, logo, nokia,

Taina Sohlman /

Yesterday, we published an article of Polen Capital Management’s bullish investment thesis on Microsoft Corporation (NASDAQ: MSFT). In our recent data, the company was in 234 hedge fund portfolios. Its all time high statistics is 235. MSFT delivered a 28.49% return in the past 12 months.

Our calculations show that Microsoft Corporation (NASDAQ: MSFT) ranks 2nd place in our list of the 30 most popular stocks among hedge funds.

The top 10 stocks among hedge funds returned 216% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 121 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.

Video: Top 5 Stocks Among Hedge Funds

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Disclosure: None. This article is originally published at Insider Monkey.