Andaz Private Investments Q2 2021 Investor Letter insidermonkey.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insidermonkey.com Daily Mail and Mail on Sunday newspapers.
Is Nutanix (NTNX) A Smart Long-Term Buy? insidermonkey.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insidermonkey.com Daily Mail and Mail on Sunday newspapers.
Billionaire John Paulson’s Top 10 Stock Picks
The investing guru billionaire John Paulson, who converted his hedge fund into a family office in 2020, has benefited from its bullish bets on gold and healthcare stocks in 2020 after seeing lackluster returns in the past few years. The founder of New York-based hedge fund Paulson & Co is famous for making $20 billion in profits for betting against the financial collapse in 2008. Although Paulson gained roughly $5 billion in 2010 on a bet on gold, its strategy of investing billions of dollars into gold markets negatively impacted its portfolio in the last decade.
John Paulson founded Paulson & Co in 1994 and the hedge fund managed almost $36 billion of assets at its peak, but assets under management fell to $9 billion last year. The fund is currently managing almost $10 billion in assets under management and its 13F portfolio’s value stood around $3.2 billion at the end of the September quarter.
Is Schrodinger (SDGR) a Smart Long-term Buy?
Baron Health Care Fund recently published its third-quarter commentary – a copy of which can be downloaded here. During the third quarter of 2020, the Baron Health Care Fund returned 11.64% (institutional shares). In comparison, the benchmark S&P 500 Index was up 8.93%, while the Russell 3000 Health Care Index was up 6.48%. You should check out Baron’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
In the Q3 2020 Investor Letter, Baron Health Care Fund highlighted a few stocks and Schrodinger Inc. (NASDAQ:SDGR) is one of them. Schrodinger Inc. (NASDAQ:SDGR) is a life sciences and materials science company. In the last three months, Schrodinger Inc. (NASDAQ:SDGR) stock gained 23.3% and on December 9th it had a closing price of $66.21. Here is what Baron Health Care Fund said: