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Is Hydrofarm Holdings Group (HYFM) A Smart Long-Term Buy?


Is Hydrofarm Holdings Group (HYFM) A Smart Long-Term Buy?
Madison Funds, an investment management firm, published its “Madison Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. The Madison Small Cap Fund Class Y (at NAV) outperformed the Russell 2000 Index by 103 basis points (bps) and by 280 bps compared to the Russell 2500 Index  for the Q1 of 2021. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Madison Small Cap Fund, in their Q1 2021 investor letter, mentioned Hydrofarm Holdings Group, Inc. (NASDAQ: HYFM), and shared their insights on the company. Hydrofarm Holdings Group, Inc. is a Petaluma, California-based hydroponics company that currently has a $2.04 billion market capitalization. Since the beginning of the year, HYFM delivered a 14.28% return, while its 3-month returns are down by -18.38%. As of April 28, 2021, the stock closed at $60.09 per share. ....

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Madison Small Cap Fund's Q1 2021 Investor Letter


Madison Small Cap Fund’s Q1 2021 Investor Letter
Madison Funds, an investment management firm, published its “Madison Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. The Madison Small Cap Fund Class Y (at NAV) outperformed the Russell 2000 Index by 103 basis points (bps) and by 280 bps compared to the Russell 2500 Index  for the Q1 of 2021. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Published on April 29, 2021 at 12:27 pm by
Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent.  ....

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Is Summit Materials Inc. (SUM) A Smart Long-Term Buy?


Is Summit Materials Inc. (SUM) A Smart Long-Term Buy?
Madison Funds, an investment management firm, published its “Madison Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. The Madison Small Cap Fund Class Y (at NAV) outperformed the Russell 2000 Index by 103 basis points (bps) and by 280 bps compared to the Russell 2500 Index  for the Q1 of 2021. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Madison Small Cap Fund, in their Q1 2021 investor letter, mentioned Summit Materials, Inc. (NYSE: SUM), and shared their insights on the company. Summit Materials, Inc. is a Denver, Colorado-based construction materials company that currently has a $3.3 billion market capitalization. Since the beginning of the year, SUM delivered a 41.53% return, extending its 12-month gains to 88.09%. As of April 28, 2021, the stock closed at $28.42 per share. ....

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Madison Funds: "Hain Celestial Group (HAIN) has Significant Upside"


Madison Funds: “Hain Celestial Group (HAIN) has Significant Upside”
Madison Funds, an investment management firm, published its “Madison Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. The Madison Small Cap Fund Class Y (at NAV) outperformed the Russell 2000 Index by 103 basis points (bps) and by 280 bps compared to the Russell 2500 Index  for the Q1 of 2021. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Madison Small Cap Fund, in their Q1 2021 investor letter, mentioned The Hain Celestial Group, Inc. (NASDAQ: HAIN), and shared their insights on the company. The Hain Celestial Group, Inc. is a Lake Success, New York-based food company that currently has a $4.09 billion market capitalization. Since the beginning of the year, HAIN delivered a 2.09% return, extending its 12-month gains to 58.63%. As of April 28, 2021, the stock closed at $40.99 per share. ....

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