nasdaqarry
Till Bechtolsheimer is the co-founder, CEO and portfolio manager at Arosa Capital Management. Before founding Arosa Capital in 2013, Bechtolsheimer worked as a portfolio manager at UBS O’Connor LLC, and prior to that, he was an Associate Director in the private equity and hedge fund teams at UBS Wealth Management. He has a B.A. in Economics with Philosophy from The University of Dublin, Trinity College. Arosa Capital Management is currently among the top performing hedge fund on the basis of a 3-Year annualized weighted return. Let’s take a look at the top 10 holdings of Till Bechtolsheimer. Q...
ValueWalk
Clean energy equities have been on a rise with some shares up nearly 100% in just a few weeks. The surge in solar stocks was fueled by the introduction of the Inflation Reduction Act (IRA) last month. The newly-introduced bill is likely to fuel the demand for solar panels with some companies in this sector being the clear beneficiaries. The IRA offers U.S. manufacturers credits to produce solar panels and wind turbine parts of up to $7,500, while also offering credits for the purchase of electric vehicles (EVs) manufactured in the home market. Q2 2022 hedge fund letters, conferences and more “...
ValueWalk
Small-cap stocks are usually young companies that present significant growth potential, but they are less stable than large-cap stocks. However, a comparison of the Russell 2000 (small-cap-focused index) and the large-cap-focused S&P 500 shows that the former has outperformed the latter over the past few years. Though small-cap stocks are more volatile, they offer significant upside potential. So, let’s take a look at the five best and worst-performing small-cap stocks in May 2022. Q1 2022 hedge fund letters, conferences and more Five Worst-Performing Small-Cap Stocks In May 2022Founded in 201...
ValueWalk
Solar tracking systems provider Array Technologies (NASDAQ:ARRY) stock has fallen below its pandemic lows despite improving business. The Company manufactures and supplies single-axis solar tracking systems that enable the optimal positioning of a solar array to increase clean and renewable energy production. Its systems help lower lifetime costs by over 7% and over 31% lower lifetime O&M. The Company plays right into the ESG theme by making solar energy systems more efficient. However, a glance at the horrifying share price collapse would make you think the Company was going out of business. ...
ValueWalk
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