You can subscribe to our free daily newsletter on our homepage. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We go through lists like the 10 best EV stocks to pick the next Tesla that will deliver a 10x return. For example, lithium mining is one of the fastest-growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter.Īt Insider Monkey, we scour multiple sources to uncover the next great investment idea. Investors who are long the market and short these stocks would have returned more than 27% annually between 20. Interestingly the margin of underperformance of these stocks has been increasing in recent years. We were also able to identify in advance a select group of hedge fund holdings that underperformed the market by 10 percentage points annually between 20. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by 115 percentage points since March 2017 ( see the details here). Our research has shown that hedge funds’ small-cap stock picks managed to beat the market by double digits annually between 19, but the margin of outperformance has been declining in recent years. Hedge funds’ reputation as shrewd investors has been tarnished in the last decade as their hedged returns couldn’t keep up with the unhedged returns of the market indices. American Tower Corporation (REIT) (NYSE: AMT) delivered a -2.29% return in the past 3 months. AMT was in 55 hedge fund portfolios at the end of the first half of 2021, compared to 58 funds in the previous quarter. network operators announced plans to deploy 5G spectrum, with investment much larger and much sooner than the market was anticipating.”īased on our calculations, American Tower Corporation (REIT) (NYSE: AMT) was not able to clinch a spot in our list of the 30 Most Popular Stocks Among Hedge Funds. American Tower performed well after the U.S. and a further 139,000 sites across 19 countries, predominantly emerging markets (India 75k, Latin America 40k and Africa 18k). American Tower is a leading independent owner, operator and developer of wireless and broadcast communications infrastructure. communications company American Tower was one of the lead performers. and Canada was the top contributor to quarterly performance, of which U.S. Here is what ClearBridge Investments has to say about American Tower Corporation in its Q2 2021 investor letter: The stock closed at $266.61 per share on October 01, 2021. AMT delivered an 18.78% return since the beginning of the year, while its 12-month returns are up by 9.58%. American Tower Corporation is a Boston, Massachusetts-based real estate investment trust company with a $121.3 billion market capitalization. In the Q2 2021 investor letter of ClearBridge Investments, the fund mentioned American Tower Corporation (REIT) (NYSE: AMT) and discussed its stance on the firm.
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