SAPGF News and Press, SAP SE From 04/19/24

2024-04-19 11:40:00 ET Summary Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. For the three months ending March 31, 2024, the Mayar Responsible Global Equity Fund (Class A) was up 4.31% net of all expenses and...

2024-04-18 12:10:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International markets ...

2024-04-16 14:16:55 ET Summary Just as the "Magnificent 7" stocks lead returns and headlines in US markets, an 11 stock basket called "GRANOLAS" have been called Europe's growth leaders. Here I run a head-to-head comparison using the Magnificent 7 as a proxy for the Invesco QQQ ET...

2024-04-10 12:30:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We believe internation...

2024-03-23 06:00:00 ET Summary After following SAP for many years, we bought shares in the company in 2022. A handful of years ago, SAP set about transitioning its core ERP software product suite from one typically run by customers on their premises to a cloud version delivered di...

2024-03-22 10:00:00 ET Summary Sequoia Fund is a mutual fund that has been advised by Ruane Cunniff LP since its inception on July 15, 1970. The touchstone of our approach is the idea that a share of stock entitles its owner to an interest in the profits of a business enterprise. ...

2024-03-22 05:45:00 ET Summary Sequoia Fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. Sequoia ...

2024-03-12 01:11:28 ET Summary Nvidia's FY4Q24 results continued to exceed expectations, with its datacenter business once again beating all expectations. Datacenter revenues grew 27% sequentially, while gaming revenues remained flat and automotive segment grew 8%. Nvidia cont...

2024-02-23 05:15:00 ET Summary Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. The Global Growth Composite Portfolio outperformed the MSCI ACWI Index for the fourth quarter and t...

2024-01-29 07:30:00 ET Summary SAP’s growth has improved well, primarily due to the development of a compelling Cloud offering which is growing at ~20-25% YoY. This said, its other segments are dragging the company. Although margin improvement has been delivered, SAP remain...