If you are looking for the best ideas for your portfolio you may want to consider some ofVGI Partnerstop stock picks. VGI Partners, an investment management firm, is bullish on Mastercard Inc (NYSE:MA) stock. In its FY 2019 investor letter –you can download a copy here– the firm discussed its investment thesis on Mastercard Inc (NYSE:MA) stock. Mastercard Inc (NYSE:MA) is the financial services company.
On July 30, 2019, VGI Partners had released its FY 2019 investor letter. Mastercard Inc (NYSE:MA) stock has posted a return of 23.3% in the trailing one year period, outperforming the S&P 500 Index which returned 11.4% in the same period. This suggests that the investment firm was right in its decision. On a year-to-date basis, Mastercard Inc (NYSE:MA) stock has risen by 11.1%.
In its FY 2019 investor letter, the firm reported that VGI Partners Global Investments Limited generated a 10.2% net return. Let’s take a look at comments made by VGI Partners about Mastercard Inc (NYSE:MA) stock in the Q2 2019 investor letter.
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In Q2 2020, the number of bullish hedge fund positions on Mastercard Inc (NYSE:MA) stock increased by about 6% from the previous quarter (see the chart here), so a number of other hedge fund managers seem to agree with Mastercard's growth potential. Our calculations showed that Mastercard Inc (NYSE:MA) is ranked #7 among the30 most popular stocks among hedge funds.
The top 10 stocks among hedge funds returned 185% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 109 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds' poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.
Video: Top 5 Stocks Among Hedge Funds
At Insider Monkey we leave no stone unturned when looking for the next great investment idea. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. We go through lists like the 10 most profitable companies in the world to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. You can subscribe to our free enewsletter below to receive our stories in your inbox:
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如果你正在為你的投資組合尋找最好的點子，你可能會考慮VGI PartnerStop的一些股票選擇。投資管理公司VGI Partners看好萬事達卡公司(紐約證券交易所代碼：MA)的股票。在其2019財年投資者信中-您可以在此處下載副本-該公司討論了其關於萬事達卡公司(紐約證券交易所代碼：MA)股票的投資論文。萬事達卡公司(紐約證券交易所市場代碼：MA)是金融服務公司。
2019年7月30日，VGI Partners發佈了2019財年投資者信函。萬事達卡公司(紐約證券交易所代碼：MA)的股票在過去一年內的回報率為23.3%，表現優於同期回報率為11.4%的標準普爾500指數。這表明這家投資公司的決定是正確的。今年到目前為止，萬事達卡公司(紐約證券交易所市場代碼：MA)的股票已經上漲了11.1%。
在其2019財年投資者信中，該公司報告稱，VGI Partners Global Investments Limited產生了10.2%的淨回報率。讓我們看看VGI Partners在2019年第二季度投資者信中對萬事達卡公司(紐約證券交易所代碼：MA)股票的評論。
Valeri Potapova/Shutterstock.com
2020年第二季度，看漲萬事達卡公司(紐約證券交易所代碼：MA)股票的對衝基金頭寸數量比上一季度增加了約6%(見此處圖表)，因此其他一些對衝基金經理似乎同意萬事達卡的增長潛力。我們的計算顯示，萬事達卡公司(紐約證券交易所代碼：MA)在對衝基金最受歡迎的30只股票中排名第7。
自2014年底以來，對衝基金中回報率最高的10只股票回報率為185%，表現比標準普爾500指數ETF高出逾109個百分點。我們知道這聽起來令人難以置信。你一直在駁斥我們關於頂級對衝基金股票的文章，主要是因為其他媒體向你提供了有關對衝基金業績不佳的有偏見的信息。通過投資頂級對衝基金股票，而不是愚蠢的標準普爾500指數ETF，你本可以將你的儲備金翻一番。下面你可以觀看我們關於目前排名前5位的對衝基金股票的視頻。所有這些股票在2020年都有正回報。
視頻：對衝基金中排名前5位的股票
在Insider Monkey，我們不遺餘力地尋找下一個偉大的投資想法。我們讀對衝基金投資者的信，聽對衝基金會議上的股票推介。我們查閲了世界上最賺錢的10家公司的名單，以挑選最適合購買的大盤股。儘管我們只推薦了我們分析的公司中很小一部分的頭寸，但我們會儘可能多地檢查股票。您可以訂閲下面的免費電子時事通訊，在您的收件箱中接收我們的故事：
披露：沒有。這篇文章最初發表在“內幕猴子”(Insider Monkey)上。
