The long-term performance of the MSCI World High Dividend Yield Index has been positive. From 1999 to 2020, the index was studied in the report. Since 1926, dividends have accounted for a third of all equity returns. According to S&P High Yield Dividend Distinguished Index, the year to date return was 17.42%. High-yielding stocks had a 20 percent lower risk of dividend investing than low-yielding ones between 1951 and 2017. Compared to non-dividend-paying stocks, dividend-paying stocks saw a 4% increase in returns. When making investment decisions, dividends are a less risky option than B/P (book-to-price). Insider Monkey highlights the 10…
Author: Isabelle Acosta
In the world of alternative investments, Sculptor Capital is a well-known and widely known company. OZ Capital Management Group was founded in 1994 by Daniel Och and renamed OZ Capital Management Group in 2005. Sculptor Capital has offices in New York City, London, Hong Kong, Mumbai, and Shanghai, among other locations. Sculptor Capital manages $37.2 billion in discretionary assets. As of the third quarter, Amazon.com, Inc. had the largest stake. Diversified asset classes and a unique portfolio resulting from the fund’s multi-strategy approach. Insider Monkey discusses the top 10 stock picks of Sculptor Capital. Hotels and resorts make up a…
There have been a number of recent earnings reports from the technology, industrials, and consumer defensive sectors. It was a good day for Duck Creek Technologies, Acuity Brands, and Lamb Weston Holdings. The stock of Conagra Brands, on the other hand, fell slightly on January 6 after the company missed profit estimates for the second quarter. Insider Monkey highlights the 10 stocks in focus after releasing their financial results. Scrap metal recycling and steel production are the primary activities of Schnitzer Steel Industries, Inc. Adjusted earnings per share for the steel manufacturer based in Portland were $1.58, compared to 57…
In 2001, Phill Gross and Robert Atchinson founded Adage Capital Management, a private equity firm. Founded in the third quarter of 2001, the fund manages nearly $51 billion. Adage Capital is a New York and Boston-based asset management firm. Third-quarter 2021’s top dividend-paying stocks included ExxonMobil Corporation, Coca-Cola Company KO, Pfizer Inc., and Apple Inc. The following is a rundown of some of the most popular stocks in the fund’s holdings. Insider Monkey picked out the 10 dividend stocks in Adage Capital’s portfolio. Products from Gillette, Tide, Pantene, Oral-B, Mr. Clean, and Vicks are available from the Proctor & Gamble…
One of New York City’s most specialized hedge funds, Juniper Investment Company manages a small, concentrated portfolio of investments. By applying a private equity approach to investments in smaller companies, the manager’s have more than 70 years of combined investment experience. Through the first three months of 2020, the Juniper Targeted Opportunity Fund L.P. had generated annualized returns of 8.46%. Juniper’s 13F portfolio ended September 2021 with just 11 holdings worth $113.77 million. Insider Monkey highlights the top 11 stocks with growth potential according to Juniper Investment Company. According to Juniper Investment Company’s Form 13F, Universal Technical Institute, Inc. has…
MIG Capital, run by Richard Merage in Newport Beach, California, is a long/short equity hedge fund. After selling their frozen food business, Chef America, to Nestle, the Merage family founded the fund. As a rule, it emphasizes risk management and limited leverage. The MIG Master Fund has generated annual compound returns of 8.23% since its inception in 2007. Between 2015 and 2019, the fund produced annual returns that were above zero percent. Among the $1.04 billion in assets in MIG Capital’s 13F portfolio, only 24 positions were held. Insider Monkey checks out the Top 10 Stocks to Buy and Hold…
Kayak Investment Partners, run by Daryl Smith, is a long/short equity hedge fund based in San Francisco. Nearly half of the fund’s 13F assets are invested in the tech sector, which was co-founded by Mr. Smith. The fund also favors stocks in the communications sector. At the end of September 2021, the fund’s 13F assets under management totaled $700 million. There were notable additions to Kayak Investment Partners’ portfolio in the third quarter of 2021 as well as new stakes taken in several companies. Insider Monkey checks out the top 10 stocks that Kayak Investment Partners is buying. In the…
An equity hedge fund based in New York, Kettle Hill Capital Management is focused on small-cap stocks. Founded in 2003, the fund employs proprietary fundamental research and adheres to a rigorous investment strategy. Heading into the 2020s, the Kettle Hill Partners, LP fund had a string of underperformance. Compound annual returns for the fund since 2003 have been 7.53 percent. For this reason, it added an additional 18 positions to its 13F portfolio. Insider Monkey lists the top stock picks of Kettle Hill Capital Management. On September 30, Kettle Hill purchased 2,740 class A shares worth $7.33 million. Despite a…
The New York-based LDR Capital Hedge Fund specializes in real estate investment trusts (REITs). In the opinion of the fund, REITs are a mispriced asset class. Lawrence Raiman is the firm’s managing principal, chief investment officer, and portfolio manager. A compound annual return of 6.6% has been achieved by the LDR Preferred Income Fund A since 2009. During the third quarter, the fund increased its positions and sold only a few of its holdings, indicating a positive outlook for the market. As of September 30th, 2021, 86% of the 13F assets were invested in real estate. Insider Monkey highlights the…
Land & Buildings Investment Management is a real estate-focused investment firm founded by Jonathan Litt. Mr. Litt, who founded the fund in 2008, has more than 25 years of experience in the industry. The REIT industry has been under pressure from activist hedge funds to enact more shareholder reforms. Since 2008, the Land and Buildings Capital Growth Fund has returned 6.39 percent on a compound annual basis. The fund’s performance has been extremely volatile in recent years, with a drop of nearly 25% in 2018. Insider Monkey checks out the top 10 real estate stocks to buy according to Land…
Paloma Partners was established in 1981 by Donald Sussman. Capital allocation and a flexible trading model have helped the fund thrive over the past four decades. Quantitative and relative value investing have long been the two pillars of this firm’s investment philosophy. Astonishing returns of 6,152 percent have been achieved by Paloma Partners LLC A since its founding in 1981, with an annual compound return of 11.34 percent. As of April 27, 2021, the fund’s assets under management totaled $11.36 billion. Insider Monkey checks out the 10 Stocks Hedge Fund Legend Donald Sussman is Buying. At the end of the…
Dorado, Puerto Rico-based Ravee Mehta’s Nishkama Capital is a long/short equity hedge fund. Investments in technology and telecommunications companies are the fund’s primary focus. It tries to stay away from new investments in companies where hedge funds are already well-represented. A year ago, in June of that year, the Nishkama Capital Fund was officially launched. Through March 2020, the fund has returned 8.36 percent on a compound annual basis. As of June 2021, more than half of the company’s 13F portfolio was invested in tech stocks, up from 31 percent at the end of 2018. Insider Monkey checks out the…