Hedge Funds Remain Significantly Overweight Value Despite Rotation Back To Growth

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() [Hedge Funds Remain Significantly Overweight Value Despite Rotation Back To Growth]( Value investors touted the outperformance of value stocks for several quarters, but it looks like growth names are starting to take over again. The latest data on 13F filings from hedge funds reveal that fund managers are rotating back to growth stocks amid the factor's outperformance. However, they remain more overweight than usual on value stocks despite that shift back to growth. […] [Read More]( [Crowdstrike Stock Retraces, As Earnings Sober Expectations]( Crowdstrike (NASDAQ:CRWD) continued to witness strong revenue growth during the quarter, with total revenue surging by 56%. The company had initially guided $512 million in revenue, but final revenue came in at $535 million handily beating estimates. Earnings per share also come in significantly higher at 36 cents per share, versus an estimate of 28 […] [Read More]( [PVH Corporation Is On Track For Capital Returns]() Mounting headwinds are cutting into business for PVH Corporation (NYSE:PVH) and its competitor V.F. Corporation (NYSE:VFC) alike. Along with ongoing inflation and supply chain issues, these companies are facing a growing headwind from the dollar. The dollar index is at the highest level in 20 years and on track to move even higher. The pace […] [Read More]() [Can Pinterest Rally On Support From Big Investor With Conviction?](=) Social media companies have been hit hard this year, and Pinterest (NYSE:PINS) is no exception. The stock gapped up 11.61% on August 2, following the company’s second-quarter report, which topped revenue expectations. Earnings of $0.11 per share came in below Wall Street’s anticipated EPS of $0.1680. That was a 56% decline from the year-earlier quarter. […] [Read More](=) [ChargePoint (CHPT) Moves Higher After Hours On Q2 Revenue Beat and Maintained Full-Year Guidance](=) Discusses the result, outloook, broker commentary and options analysis ChargePoint’s Q2 Earnings On Tuesday the 30th of August after the close of trading, electric vehicle charging infrastructure company ChargePoint (NYSE:CHPT) reported second quarter results to the market that came across mixed when compared to analysts’ expectations. Nevertheless, CHPT’s stock moved +1.6% higher in after-hours trading, […] [Read More](=) [Europe’s Power Crisis Is Expected To Persist](=) In his podcast addressing the markets today, Louis Navellier offered the following commentary. If you wish to listen to this commentary, please click here. Treasury Fears I realize that the stock market is a lot like NASA’s new moon rocket, which failed to launch this week. What has launched recently are Treasury yields and fears […] [Read More](=) [Google: The Disruptor You Can’t Live Without]( Would you buy Google (NASDAQ:GOOG) today? Investing in its stock seems almost too “obvious.” Google is already a giant. It’s the third-most valuable company in the world and has handed investors 900% gains since 2010. Q2 2022 hedge fund letters, conferences and more But this is one of the best times to buy Google since 2013, […] [Read More]( [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523