With a portfolio concentrated on the media, consumer, industrial, and commodity-related industries, Lei Zhang is one of Asia’s top investors. BeiGene, Ltd. is the largest security in Zhang’s Q3 portfolio, accounting for 25.98 percent of the total investments. Long-term investments are made by investment management firms in top-tier businesses. Zhang earned a bachelor’s degree in economics from Renmin University of China and an MBA from Yale University. Here is Insider Monkey’s list of top 10 stock picks of the Chinese Billionaire Lei Zhang. On November 9, DoorDash, Inc. released its third-quarter results. The company’s $1.27 billion in revenue was $98.79…
Author: Isabelle Acosta
Coann Capital, a New York-based investment management firm, employs Matthew Davis as a portfolio manager. Davis’ investing portfolio is heavily weighted toward utilities. Essential Utilities, Inc., a firm that provides drinking water and wastewater management infrastructure, is the largest holding. Exelon Corporation, Consolidated Edison, Inc., and The Southern Company are among Davis’ top holdings in his Coann Capital portfolio as of Q3. In January 2019, Davis was promoted to a portfolio manager at Carlson Capital. Insider Monkey looks at the top 10 stock picks of Matthew Davis’ Coann Capital. NiSource Inc. is one of the leading utility businesses in the…
GQG Partners was launched in June 2016 by Rajiv Jain. He has amassed a varied workforce of more than 100 individuals. As of the second quarter, the firm had over $34 billion in managed 13F securities and $66.7 billion in assets under management. In 1994, he began his investment career as a portfolio manager at Vontobel Asset Management. Alibaba Group Holding Limited and Amazon.com, Inc. are two of his most prominent assets. Here is Insider Monkey’s list of the top stock picks of Rajiv Jain’s GQG Partners. Philip Morris International Inc. is a multinational cigarette and tobacco manufacturing firm based…
Echo Street Capital Management was founded by Greg Poole in 2002. The investment firm manages around $12.98 billion per the second quarter’s 13F filings. Microsoft Corporation is the firm’s largest holding, accounting for 4.18 percent of its total assets. Echo Street Capital Management’s top ten holdings account for 20.74 percent of its portfolio, with stakes in healthcare, communications, information technology, finance, consumer discretionary, and real estate. Taiwan Semiconductor Manufacturing Company Limited and Procore Technologies, Inc. were the hedge fund’s top buys in the second quarter. Insider Monkey takes a look at Greg Poole’s Echo Street Capital Management’s top 10 stock…
Anomaly Capital Management’s Managing Partner and Chief Investment Officer is Ben Jacobs. His fund, based in New York City, manages about $1.75 billion in assets. According to the firm’s AUM, the top ten holdings account for 69.07 percent of the whole portfolio. With its expansion strategy, Anomaly Capital Management is creating ripples in the hedge fund sector. The fund has a long-term outlook for the industry, with large stakes in Lyft Inc., Expedia Group and Fiserv. Insider Monkey picked the 10 best stocks Ben Jacobs’ Anomaly Capital Management is buying. Tapestry Inc has continued to thrive despite the stock market’s…
Peter S. Park founded Park West Asset Management in November 2002. As the firm’s Chief Investment Officer, Mr. Park oversees operations. The company was founded a year after the 9/11 terrorist attacks in the United States and is situated in Larkspur, California. Park West Asset Management invests in firms that have strong fundamentals and can grow in the future. To take advantage of changing market conditions, Peter S. Park’s fund may diversify its portfolio from time to time. Here is Insider Monkey’s list of the 10 healthcare stocks to buy according to Peter S. Park’s Park West Asset Management. Viking…
The majority of economic indices remain strong. GDP growth dropped in the third quarter after reaching an all-time high of 6.7 percent in the second quarter. The United States’ industrial output is at a two-year high, and corporate earnings are also at all-time highs. The Dow has risen 17% this year, while the S&P 500 has risen 25%, and workers have the upper hand despite labor shortages at the largest companies. Apple Inc., Amazon.com, Microsoft Corporation, and Alphabet Inc. are among the companies that have seen significant gains this year. Here is Insider Monkey’s list of the 10 stocks that…
In 1998, Cliff Asness launched AQR Capital Management. The hedge fund specialized in factor-based tactics to supplement a quantitative investment strategy. Asness has a net worth of $1.4 billion and worked at Goldman Sachs’ quantitative research desk previously. The 13F securities portfolio of AQR Capital Management was worth $53.9 billion as of September. Marathon Oil Corporation, CEMEX, CX, and Xerox Holdings Corporation are among the most significant Cliff Asness portfolio stocks under $20. Insider Monkey dug into 10 stocks in billionaire Cliff Asness’ portfolio under $20. CEMEX, S.A.B. de C.V. is now trading at roughly $6 per share, with a…
Pennant Investors LLC’s chief investment officer and founder is Alan Fournier. The corporation’s interests include a diverse range of businesses. Its primary investments are in the entertainment and technology industries, particularly the tech and media sectors. Pennant Capital Management is based in Summit, New Jersey, founded in 1987. Pennant Capital’s founder and chief investment officer is Mr. Fournier. He spent more than 12 years in the banking industry before joining Pennant. The hedge fund’s portfolio was worth $352 million in the third quarter of this year. Here is Insider Monkey’s top 10 stocks to invest in according to Alan Fournier’s…
James Dinan is the founder of York Capital Management, as well as an investor and philanthropist. Mr. Dinan spent his childhood in Maryland and Massachusetts. In 1981, he earned a bachelor’s degree in economics from the University of Pennsylvania. York Capital Management, the now billionaire’s hedge fund, was started in 1991. According to Forbes, Mr. Dinan’s current net worth is $1.9 billion as of November 17th, 2021. In the 1990s, the millionaire started his hedge fund with $3.6 million and currently oversees $947 million in 13F securities. Insider Monkey takes a look at 10 stocks to sell according to billionaire…
12th Street Asset Management is a Delaware-based investing firm. Michael O’Keefe, the company’s principal manager and majority owner, formed it. Separate managed accounts and sub-advisory accounts are the two types of accounts through which the firm provides services to its clients. Graphic Packaging Holding Company, LKQ Corporation, and Berry Global Group, Inc. are 12th Street Asset Management’s top three investments. Together, the top three firms account for nearly 23% of the hedge fund’s $452 million portfolio. Here is Insider Monkey’s list of top 15 stock picks of Michael O’Keefe’s 12th Street Asset Management. Skechers U.S.A., Inc. reported $1.5 billion in…
Lawrence Kam is the General Partner of the investment management firm Sonic Fund, L.P. The portfolio of the fund presently manages around $176 million and is diversified across eight industries. Currently, the fund’s main holding is in the healthcare sector. By the conclusion of the third quarter of 2021, the fund had stocks in a number of well-known companies. The fund’s top 10 stock picks were US Foods Holding Corp., United States Steel Corporation, and Citigroup Inc. Here is Insider Monkey’s list of the top 10 stock picks of Lawrence Kam’s Sonic Capital. Cedar Fair, L.P. operates theme parks in…