Progyny, Inc., a strong player in the fertility benefits market, is undervalued with solid growth potential, making it a good opportunity. Read more here...
Continue ReadingDiscover why now is the perfect time to invest in Amazon.com, Inc. as it continues to outperform its competitors and the market. Click for my AMZN update...
Continue ReadingFund carefully manages its mega-cap exposure to promote diversification, control risk and promote long-term consistency, making it difficult to keep pace when the index is up 30%...
Continue ReadingThe fund outperformed the benchmark for the last quarter of 2024 primarily due to strong stock selection results, with selection in the United States notably positive. Read more here...
Continue ReadingMeta's valuation is less attractive relative to peers, which offer more growth opportunities and lower risks. Click here to find out why I am neutral on META...
Continue ReadingAs a result of stock selection and allocation decisions, the fund underperformed its benchmark as seven out of 11 equity sectors detracted. Read more here...
Continue ReadingThe ProShares UltraPro QQQ ETF's underlying portfolio is trading at a nosebleed valuation, while the fund itself is levered to an extreme degree. Read more here...
Continue ReadingDuring the fourth quarter Ithakaâs portfolio performance bested the R1000G by 133bps, 8.4% to 7.1% (gross of fees), in a relatively narrow market. Read more here...
Continue ReadingThe GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter...
Continue ReadingDuring the fourth quarter of 2024, the Patient Opportunity Equity Strategy generated a total return of 8.2% net of fees. Read more here...
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