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Broyhill Asset Management 2018 H1 Letter: Syntel, Facebook, and Cameco Are Big Winners’: LATE-CYCLE BEHAVIOR

Broyhill Asset Management letter for the half year ended June 30, 2018. As we take a step back to examine the first half of the.....»»

Category: blogSource: valuewalkAug 10th, 2018

Broyhill Asset Management 2018 Annual Letter

Broyhill Asset Management annual letter for the year ended December 31, 2018. For the year ending December 31, 2018, Broyhill generated low single-digit losses with significantly less volatility than global equity mar.....»»

Category: blogSource: valuewalkFeb 28th, 2019

Broyhill Asset Management 2018 Annual Letter

Broyhill Asset Management 2018 Annual Letter.....»»

Category: topSource: seekingalphaMar 1st, 2019

Broyhill Asset Management - H1 2019 Letter

Broyhill Asset Management - H1 2019 Letter.....»»

Category: topSource: seekingalphaOct 1st, 2019

Broyhill Asset Management’s August 2019 Investor Letter

Broyhill Asset Management, a boutique investment firm based in North Carolina, released its August 2019 Investor letter – a copy.....»»

Category: topSource: insidermonkeySep 3rd, 2019

Markel Gayner Asset Management 2018 Annual Investor Letter

Markel Gayner Asset Management recently released its 2018 annual investor letter – you can download a copy below. Thomas Gayner’s fund post.....»»

Category: topSource: insidermonkeyMar 27th, 2019

NewsWatch: Head of world’s largest asset management firm says this is key for stock-market investors

The market is in the late stages of an economic cycle nearing its ninth year, but Larry Fink, CEO of asset management behemoth BlackRock Inc., says investors ought to forgo attempts to time the market and stay invested......»»

Category: topSource: marketwatchApr 12th, 2018

Key Words: Head of world’s largest asset management firm says this is key for stock-market investors

The market is in the late stages of an economic cycle nearing its ninth year, but Larry Fink, CEO of asset management behemoth BlackRock Inc., says investors ought to forgo attempts to time the market and stay invested......»»

Category: topSource: marketwatchApr 12th, 2018

Major Market Price/Earnings Ratios in Late Cycle (2001-2Q18)

LISI investment letter for the third quarter of 2018, titled, “Reflections On Inflection.” Q2 hedge fund letters, conference, scoops etc Summary Points Flat equity returns this year mask considerable volatility th.....»»

Category: blogSource: valuewalkJul 12th, 2018

Brookfield Asset Management Letter To Shareholders Q2 2018

Brookfield Asset Management Letter To Shareholders Q2 2018.....»»

Category: topSource: seekingalphaAug 13th, 2018

Trapeze Asset Management Q2 2018 Letter: The Quality Quandary

Trapeze Asset Management Q2 2018 Letter: The Quality Quandary.....»»

Category: topSource: seekingalphaSep 11th, 2018

Baron Funds on ICON Public Ltd Co. (ICLR): “We See Significant Upside in the Stock Price”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Is BridgeBio Pharma Inc. (BBIO) A Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Should You Retain Your Arrowhead Pharmaceuticals (ARWR) Position?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Here’s Why Baron Health Care Fund Sold its Biohaven Pharmaceutical (BHVN) Position

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Is Denali Therapeutics Inc. (DNLI) A Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Baron Health Care Fund: “Beam Therapeutics (BEAM) has a Unique Platform Technology”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Stewart Asset Management is Bullish on Match Group (MTCH), Here’s Why

Stewart Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be seen .....»»

Category: topSource: insidermonkeyApr 18th, 2021

Here’s Why Stewart Asset Managment Sold its Apple (AAPL) Shares

Stewart Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be seen .....»»

Category: topSource: insidermonkeyApr 18th, 2021

TrimTabs Asset Management, LLC Buys Apple Inc, Cisco Systems Inc, Accenture PLC, Sells Facebook ...

Related Stocks: SPGI, COST, AON, NOW, CL, AAPL, CSCO, ACN, AMGN, IBM, GS, FB,.....»»

Category: dealsSource: nytApr 6th, 2021

Morgan Stanley: This Cycle Will Burn "Hotter And Shorter" So Start Thinking About Rotating Out Of Early-Cycle Winners

Morgan Stanley: This Cycle Will Burn "Hotter And Shorter" So Start Thinking About Rotating Out Of Early-Cycle Winners By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley A Shorter Cycle Our experience infor.....»»

Category: smallbizSource: nytMar 21st, 2021