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VLTAVA Fund is Betting on Markel Corporation (MKL) Stock

VLTAVA Fund recently released its Q2 2020 Investor Letter, a copy of which you can download here. VLTAVA is a global equity investment fund launched by Daniel Gladis in 2004. You should check out VLTAVA Fund’s top 5 stock picks for investors to buy right now, which could be the biggest winners of the stock market crash.

In the said letter, VLTAVA highlighted a few stocks and Markel Corp (NYSE:MKL) is one of them. Markel Corp (NYSE:MKL) is an insurance company. Year-to-date, Markel Corp (NYSE:MKL) stock lost 5.2% and on August 11th it had a closing price of $1,093.68. VLTAVA cared to mention Markel Corp (NYSE:MKL) in its investor letter, though they didn’t say why they really like the stock. All they said is this:

“Markel is on the one hand expecting higher pay-outs for damages caused by the pandemic (this relates mainly to insurance in the categories for event cancellations and business interruption). On the other hand, it will benefit from rising insurance premiums, which is already visible.”

In May, we published an article revealing that Giverny Capital is bullish about Markel Corp (NYSE:MKL) stock. The investment firm highlighted that the company is very much modeled on the example of Berkshire Hathaway.

In Q1 2020, the number of bullish hedge fund positions on Markel Corp (NYSE:MKL) stock decreased by about 14% from the previous quarter (see the chart here), so a number of other hedge fund managers don’t seem to agree with Markel’s growth potential. Our calculations showed that Markel Corp (NYSE:MKL) isn’t ranked among the 30 most popular stocks among hedge funds.

The top 10 stocks among hedge funds returned 185% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 109 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

At Insider Monkey we scour multiple sources to uncover the next great investment idea. We go through lists like the 10 most profitable companies in America to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. If you want to find out the best healthcare stock to buy right now, you can watch our latest hedge fund manager interview here. You can subscribe to our free enewsletter below to receive our stories in your inbox:

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