Hedge funds and institutional investors have released their holdings through 13F disclosures. Let's check what “smart money” are buying over the past quarter.
Most Undervalued 15 Stocks From Hedge Funds, Which One is Your Favorite?
A Goldman Sachs team led by Peter Oppenheimer said in a note that value stocks will gain more traction in 2023 as tech stocks continue to feel margin pressure.The Bloomberg report also quoted several experts who think value stocks will be preferred over tech plays in the months to come.This article from Yahoo finance picked 15 stocks sourced from the top holdings of Vanguard Value ETF (VTV) and which have PE ratios of less than 18 as of January 26. The 15 stocks are $Meta Platforms, Inc.(META)$ , $JPMorgan Chase(JPM)$ , $Bank of America(BAC)$ , $Citigroup(
Return Surpass Buffett in 2022, Howard Marks Q3 Holdings Digest
Among the global investment giants with a management scale of more than USD 3.5 billion, there are two that made positive returns in 2022, within which, Howard Marks tops the result far ahead with a yield of 26.71%.With the recent disclosure of 13F, Howard Marks latest investment action also surfaced.Oaktree Capital Management is based out of Los Angeles. Oaktree Capital Management is a hedge fund with 310 clients and discretionary assets under management (AUM) of $147,452,182,548 (Form ADV from 2022-11-02). Their last reported 13F filing for Q3 2022 included $9,108,674,000 in managed 13F securities and a top 10 holdings concentration of 52.56%.The Latest Holdings of Oaktree CapitalHoward Marks, the chairman of OakTree Capital Management, has always favored the inefficient market and inves