In this article, we will discuss the 10 stocks to buy according to Ronald Hua’s QTRON Investments. If you want to skip our detailed analysis of Hua’s history, investment philosophy, and hedge fund performance, go directly to the 5 Stocks To Buy According To Ronald Hua’s QTRON Investments.
Hedge fund manager Ronald Hua is the co-founder of the Boston-based investment management firm, QTRON Investments. Having earned his M.S and his M.B.A in Computer Science from New York University, Ronald Hua began his career in investment management and market analysis as a quantitative research analyst at Fidelity Management and Research Company. He later served as a portfolio manager at Putnam Investments for five years, managing international and US small-cap funds. After leaving Putnam, he joined PanAgora Asset Management as Chief Investment Officer of Equities alongside later-to-be co-founder of QTRON Investments, Dmitri Kantsyrev.
According to the second quarter 13F filings, QTRON Investments oversees more than $394.6 million in its investment portfolio. QTRON Investments’ portfolio is diversified across 12 primary sectors, with the Technology sector being the largest one, making up 17.4% of the total portfolio value.
Some of the top stocks present in the investment portfolio of QTRON Investments at the end of the second quarter of 2021 include Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Alibaba Group Holding Limited (NYSE:BABA) and Alphabet Inc. (NASDAQ:GOOG), among others discussed in detail below.
With this context in mind, let us now analyze the 10 stocks to buy according to Ronald Hua’s QTRON Investments. We looked into QTRON Investments’ 13F portfolio for the second quarter for this analysis, ranking the stocks based on the their holdings value.
Why should we pay attention to Ronald Hua’s stock picks? Insider Monkey’s research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 86 percentage points since March 2017. Between March 2017 and July 2021 our monthly newsletter’s stock picks returned 186.1%, vs. 100.1% for the SPY. Our stock picks outperformed the market by 86 percentage points (see the details here). That’s why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to. You can subscribe to our free newsletter on our homepage to receive our stories in your inbox.
Stocks To Buy According To Ronald Hua’s QTRON Investments
10. Infosys Limited (NYSE:INFY)
QTRON Investments’ Stake Value: $4.79 million
Percentage of QTRON Investments’ 13F Portfolio: 1.21%
Number of Hedge Fund Holders: 22</…….