A review of Edgewood Management’s stock portfolio sheds light on the fund’s bold stock predictions. Its largest holding is a $1.6 billion bet on Visa Inc (NYSE: V). Edgewood Management’s Latest Form 13F Filing According to its website, Edgewood Management’s mission is to produce sustainable long-term performance investing in growth companies it deems to be of high… Keep Reading
Winslow Capital’s form 13F filed on February 12th highlights recent stocks purchases including ASML Holding N.V. (NasdaqGS: ASML), Cognizant Technology Solutions (NasdaqGS: CTSH), and Boeing (NYSE: BA). Winslow Capital’s Latest Form 13F Filing Winslow Capital is a growth equity investment firm grounded in fundamental investing. The firm’s flagship offering is its U.S. Large Cap Growth… Keep Reading
A Babcock & Wilcox Enterprises Inc (NYSE: BW) insider added $2.5 million worth of shares on Monday. With the stock is down -63.9% over the last year, investors may want to take a closer look at the company. Insider Buying: Babcock & Wilcox Steel Partners Holdings, a 10% owner, bought 441,456 shares of Babcock & Wilcox Enterprises worth… Keep Reading
ThomasPartners just released their quarterly 13F filing with the SEC. I take a closer look at the firm’s $13.2 billion dividend-driven portfolio below. ThomasPartners’ Latest Form 13F Filing Greg Thomas is the Founder, Chief Investment Strategist, CEO, and Chairman of ThomasPartners. He leads the firm and is the architect of its dividend growth portfolio strategies.… Keep Reading
Golub Group’s form 13F filed on February 12th highlights recent stocks purchases including Allergan plc. (NYSE: AGN), Expedia, Inc. (NasdaqGS: EXPE), and Flowserve Corporation (NYSE: FLS). Golub Group’s Latest Form 13F Filing According to Golub Group’s website, the investment firm focuses on buying quality investments that provide what Benjamin Graham calls “Margin of Safety” in order to limit risk. The firm… Keep Reading
I take a closer look at Holowesko Partners’ list of stock holdings where values have increased by 26.1% from the previous quarter. Holowesko Partners’ Latest Form 13F Filing Holowesko Partners is a long-short hedge fund founded by Mark Holowesko in 2000. Mr. Holowesko serves as the CEO, Chief Investment Officer, and Director of Holowesko Partners.… Keep Reading