There has been a lot of interest from Tenzing Global in social media and online work-related stocks in the past. A few of the fund’s most notable investments include Pinterest, Fiverr, and Zoom Video. As of March 30, 2021, Tenzing Global had assets under management totaling nearly $456 million. In April 2020, the fund returned an impressive 11.42 percent annualized. Tenzing does not use short positions as a hedge against other holdings, but rather as a way to generate alpha for its clients. At the end of the third quarter, Tenzing Global’s 13F portfolio was valued at just under $296…
Author: Isabelle Acosta
Wayne Yu is BCK Capital’s CEO as well as the company’s chief investment officer. Yu has more than 15 years of strategy implementation and legal experience. At Citadel and Societe Generale, he was previously a managing director, and he worked in the private equity industry. Stamford, Connecticut, is home to BCK Capital. The hedge fund adheres to an exceptional circumstances strategy that is market-neutral globally. Based on BCK’s stock portfolio in the fourth quarter of 2021, Walt Disney Company, CyrusOne Inc. and NortonLifeLock Inc. are some of the most important holdings to examine. Wayne Yu owns 3,826 Walt Disney Company…
Till Bechtolsheimer and Abraham Joseph founded Arosa Capital Management in 2013. As a result, the hedge fund began purchasing stock in oil and gas firms. After a few years, the company began concentrating on climate change-related clean energy stocks. Through extensive research and analysis, Arosa Capital invests in both traditional and alternative energy companies. Other investments made by the firm include real estate and private companies. Identifying transformative market trends relies heavily on research, which is why it focuses on this topic. Insider Monkey focused on the best dividend stocks according to Arosa Capital. For the last three years, the…
Risk-averse investors are scrambling to protect their portfolios from volatility. As a result of the financial stability that has prevailed over the last decade, these types of portfolios have emerged. The 49 stocks in Druckenmiller’s portfolio are concentrated in the technology and basic materials industries. Between October and December, Druckenmiller’s fund sold 15 stocks. A $250 million drop in the value of the fund’s portfolio occurred in the fourth quarter. End-December 2021, Duquesne Capital’s portfolio included Alphabet Inc. and Microsoft Corporation. Here is Insider Monkey’s list of the 10 best stocks to buy according to Stanley Druckenmiller. T-Mobile US, Inc.…
Before the emergence of inflation fears, Michael Burry used Twitter to predict a market crash. After predicting the “mother of all crashes,” the CEO of Scion Asset Management was in hot water. On Twitter, he expressed skepticism about the impact of technology on the economy. Burry sold 14 of his 20 stock positions in the third quarter of 2021. Over $2 billion in his Scion Asset Management fund was reduced to $41 million as a result of this. Here is Insider Monkey’s list of the 6 best stocks to buy according to Michael Burry. An investment trust that owns and…
When the financial crisis struck in 2009, Warren Buffett was one of the big winners. His investment strategy is being copied by a growing number of investors, who hope to profit from it. After the financial crisis of 2008, Buffett praised the Federal Reserve and the Treasury for their quick response to the crisis. It was Buffett’s opinion that a company’s pricing power was the most important factor in making a business evaluation. “I don’t buy stocks for the returns,” he said. Instead, he buys them for the “business” they provide. The comments of the billionaire may provide some guidance…
Julian Robertson’s Tiger Management is a former Tiger Cub who traded equities. Ole Andreas Halvorsen Founded in 1999, Viking Global Management now oversees a portfolio worth $48 billion. His current real-time net worth is $6.3 billion as of February 2022. It is the goal of Viking Global to build long-term relationships with companies that are implementing positive and innovative practices in their operations. Investing in ESG-focused companies is a hedge fund’s way of reducing financial market risks and exploring new opportunities. Long-only strategy fund of Viking Management gained 8.3% in 2021. Insider Monkey focused on the best dividend stocks in…
The S&P MidCap 400 is comprised of the biggest American mid-cap companies. Technology adoption propels their rapid growth, which is often accompanied by a young, energetic workforce. These Mid-Cap 400 sectors performed better than eight of the ten S&P 500 sectors. This suggests that the mid-cap segment’s performance was more consistent. It’s common for large-cap stocks like Amazon, Netflix, and NVIDIA to see big price increases. Here is Insider Monkey’s list of the 10 best mid-cap stocks to buy in 2022. SPS Commerce, Inc. had 17 bullish hedge fund positions in the third quarter of 2021, a decrease from the…
Parsa Kiai founded Steamboat Capital Partners LLC in 2012. Value-oriented investments are the focus of Connecticut-based hedge fund. It is the investment advisor’s belief that certain securities are undervalued or that certain catalysts could lead to significant increases in the share price of those securities. Assets managed by the Steamboat Capital Partners Fund totaled just under $510 million as of March 31, 2021. The fund returned 23.83 percent in 2019 and was one of the few hedge funds to avoid losses during the devastating market downturn of the first quarter of the year. Insider Monkey checked out the Top 10…
Ride-sharing service Uber is in the top 30 most popular stocks among hedge funds for the third quarter of the year. The investment strategy of Toronado Partners is unconventional. Invested in fast-growing segments of the tech sector, the fund mainly invests in smaller companies. The fund’s $284 million 13F portfolios contained close to 80 percent of tech stocks. Toronado is in charge of $754 million in assets. Here is Insider Monkey’s list of the 10 stocks that Stephen Perkins’ Toronado Partners can’t live without. Since their peak in July 2019, the shares of LendingTree, Inc. have plummeted by 54 percent.…
Venture capital firm Viking Global, headquartered in Connecticut, focuses on international investments. Andreas Halvorsen, a billionaire Norwegian investor, co-founded and oversees the hedge fund. As of February 8, his estimated net worth was $6.3 billion, according to Forbes. When it came to 2020, Viking Global Investors’ performance was among the best hedge funds in existence. In 2021, the Connecticut-based company’s hedge fund lost 4.5%. Two of the worst performers for the fund were Peloton Interactive, Inc. and Adaptive Biotechnologies Corporation. Here is Insider Monkey’s list of Viking Global’s top 10 stocks. With a 366 percent increase, Viking Global now owns…
Maverick Capital provided the initial seed funding for the establishment of Totem Point Management in 2013. Neal Nathani worked for the Tiger family of funds for more than a decade. Darren Dinneen worked as an analyst at H Partners Management before joining the board of the company. 7.78 percent compounded annual returns have been achieved by the Totem Point Master Fund as of March 2020. In the early stages of their careers, the fund’s founding partners all worked in technology. A few of the fund’s favorite tech stocks include Microsoft, Marvell Technology Group Ltd., and Alphabet. Here is Insider Monkey’s…