FRBSP News and Press, First Republic Bank From 06/28/22

Wedgewood Partners’ 13F portfolio value decreased from ~$753M to $709M this quarter. They increased Meta Platforms, Taiwan Semi, and PayPal while reducing Alphabet and Keysight Technologies. Their top five positions are at 38% of the overall portfolio. For further det...

Wallace Weitz's 13F portfolio value decreased from $2.49B to $2.26B this quarter. The number of positions increased from 59 to 60. Weitz Investment Management increased CoStar Group, Mastercard, and CarMax while reducing Charles Schwab, AON plc, and AutoZone during the quarter. Th...

Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. During a volatile quarter, Diamond Hill Large Cap Fund held up better than the Russell 1000 Index by a ...

Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. Amid a rocky market quarter overall, Diamond Hill Mid Cap Fund's negative returns still outpaced the Ru...

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. The Partners Value Fund’s Institutional Class returned -8.68% for the first quarter. Our company value esti...

Wedgewood Partners is a money manager founded in 1988 with the goal of providing investors with a superior approach to managing investment portfolios. For the first quarter 2022, our Composite (net)i declined -10.6%. We expect to be busy this year as all financial markets come to ...

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Champion, Contender, An...

Monthly update of the Dividend Champions List. 61 companies declared higher dividends in the past month, with an average increase of 9.3% over their previous payouts. Nine new Contenders, and six new Challengers. For further details see: Dividend Champions For May 2022 ...

Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. Volatility, after all, is what creates the occasional dislocations in the market that all...

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies withupcoming pay dates. For further details see: Dividend Champion, Contender, And...