Quaero Capital, a specialty fund management firm, is founded and chaired by Philip Best. As of September, he had $145 million in the 13F securities portfolio. Since its debut in 2003, the Argonaut Fund has produced annualized returns of more than 13%. Quaero Capital, a specialty fund management firm, is founded and chaired by Philip Best. As of September, he had $145 million in the 13F securities portfolio. Since its debut in 2003, the Argonaut Fund has produced annualized returns of more than 13%. Insider Monkey discusses the top 10 stock picks of Philip Best’s Quaero Capital. Philip Best’s Quaero…
Author: Isabelle Acosta
In the third quarter of 2021, the portfolio value of ARK Investment Management, a New York-based hedge fund run by Cathie Wood, fell by around $12 billion. The portfolio’s growth component, which includes several healthcare and technology businesses, has taken a hit. COVID-related supply chain bottlenecks and oil supply limits will likely be countered by inflationary pressures connected with artificial intelligence, electric vehicles, robots, genomic sequencing, and blockchain technology. Investors’ spending habits, many of whom are big believers in the “sharing economy,” as well as indications of a major flight from costly cities to cheaper ones, are cited. ARK Investment…
Jon Bauer has 35 years of expertise investing in troubled stocks, both actively and passively. He was a member of various bank debt, bond, and trade claims committees and helped found the Trade Claims Buyers Association. Mr. Bauer has a BA from Rutgers College and an MBA from Harvard Business School. Jon Bauer is positive on Petróleo Brasileiro S.A. – Petrobras, a Brazilian oil and gas business. In the second quarter, he boosted his investment in the company by 29%. His hedge fund focuses on small and large businesses with strong fundamentals. Insider Monkey states the list of top 10…
Gold is one of the most often held financial assets by investors. Like solid dividend stocks like Medtronic Plc and McDonald’s Corporation, Gold stocks can provide investors with gains and profits. In the year 2000, the golden metal was only valued at roughly $460 per ounce. Based on Oxford Economic research, Reuters examined potential situations. Central banks boosted their gold allotment in 2021, according to reports. Gold’s performance in the face of inflation has also been historically positive. During this time, the average annual return on gold was 15%. Insider Monkey compiled a list of dividend-paying gold stocks popular among…
Crestwood Capital Management’s senior managing director is Michael Weisberg. The investment firm, situated in New York, manages more than $436 million in assets. He has worked with Crestwood since 2009 and holds several positions within the company, including ownership shares. Crestwood Capital Management is a long/short equity hedge fund that invests in equities from the information technology, finance, industrials, consumer discretionary, healthcare, and communications industries. For the second quarter, the top ten stocks account for 65.98 percent of Weisberg’s portfolio. Insider Monkey takes a look at Michael Weisberg’s Crestwood Capital Management’s top 10 stock picks. As of June, Crestwood Capital…
Mark Travis co-founded Intrepid Capital Management. In 1994, he founded the company alongside his father, Forrest Travis. They left a well-known brokerage firm to launch their own business. Intrepid Capital Management manages $189.3 million in managed securities and $419.7 million in assets under management. Skechers U.S.A., Inc. is the largest stock in Mark Travis’s investing portfolio, accounting for 5.22 percent of his total. Insider Monkey takes a look at Mark Travis’s Intrepid Capital Management’s top 10 stock picks. SP Plus Corporation is owned by Intrepid Capital Management, which owns 151,806 shares worth $4.64 million, or 2.45 percent of the firm’s…
Blackcrane Capital, Daniel Kim’s hedge fund, was launched in 2012. He oversees around $81.9 million in 13F securities as of the second quarter of 2021. At Blackcrane Capital, LLC, Daniel Kim is in charge of management, portfolio construction, and investment strategy. More than 67 percent of the firm’s investment portfolio comprises Wix.com, Profound Medical Corp., and Avita Medical. In addition, Mr. Kim made significant investments in Alibaba Group Holding Limited and Microsoft Corporation. Here is Insider Monkey’s list of 14 stocks to buy according to Daniel Kim’s Blackcrane Capital. ClearPoint Neuro, Inc. is based in Irvine, California, and was founded…
The Blacksheep Fund Management manages a $754 million portfolio of 13F securities. The hedge fund founded in Dublin aims to outperform the market by investing in high-quality growing firms that are well-positioned to gain from digitalization and technology advancements. Blacksheep Fund Management, founded by Alexis Fortune, invests in high-quality internet stocks. The hedge fund recognized a buying opportunity in the drop in tech equities. GoDaddy Inc., a provider of internet services and infrastructure, was the largest stock holding as of June. Insider Monkey discusses the top 7 stocks to buy according to Alexis Fortune’s Blacksheep Fund Management. Alexis Fortune’s Blacksheep…
David Zorub, the chief investment officer of Parsifal Capital Management, created the investment and asset management firm in 2018. The Greenwich-based firm has an 80.82 percent concentration of its top ten holdings, with Hilton Grand Vacations Inc. being the largest. Insider Monkey discusses the top stock picks of David Zorub’s Parsifal Capital Management. David Zorub’s Q2 portfolio includes Zynga Inc. Zynga uses the Chartboost technology to monetize digital adverts, a significant revenue source for the gaming company. The American business Axalta Coating Systems Ltd. specializes in coatings for the industrial and materials sectors. Parsifal Capital Management has a $74.5 million…
Home prices and rents are expected to climb, according to the Federal Reserve Bank of Dallas. Supply chain challenges are still hampering the post-pandemic economic recovery. According to the ECB, rent inflation would grow from 1.9 percent in 2021 to 3.0 percent in 2023. As inflation rises, value stocks will begin to outperform the growth-oriented S&P 500 index. Johnson & Johnson, The Proctor & Gamble Company, and BHP Group are among the top dividend companies with high yields. Here is Insider Monkey’s list of the 10 dividend stocks with over 10% yield. The company just reported third-quarter earnings, with revenue…
Holiday sales are expected to bring in $860 billion, according to the National Retail Federation. This is largely due to the economy’s stabilization following the COVID-19 restrictions. Stocks that are projected to gain from the increase in retail sales are a safe pick for investors. According to Deloitte, holiday retail sales will increase by 11% year over year in 2021. This upswing will favor clothing, electronics, jewelry, and food stocks. As sales rise, even small companies that sell cheaply on the market will soar. Here is Insider Monkey’s list of the 10 cheap stocks to buy before Christmas. In the…
One of the key drivers of the global economy is the financial industry. Financial services account for nearly a quarter of the global economy, with a projected value of $28.5 trillion by 2025. COVID-19 is assessing economic shifts and their consequences in the post-pandemic world. Investors eager to make a quick buck have put more than $32 billion into financial equities. Visa Inc., Mastercard Incorporated, PayPal Holdings, and JPMorgan Chase & Co. are some of the greatest financial stocks on the market to follow in this regard. Insider Monkey analyzes the list of the top 10 financial stocks to invest…