Tapasya Investment Fund I Achieves 30.9% Gross Returns in 2025, Outperforming S&P 500
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Significant Returns: Tapasya Investment Fund I achieved a gross return of 30.9% in 2025, significantly outperforming the S&P 500's 17.9%, demonstrating the effectiveness of its investment strategy and market acumen.
- Portfolio Adjustments: The fund fully exited its positions in Howard Hughes Holdings (HHH) and Topgolf Callaway Brands (MODG), while trimming its investment in Fannie Mae (FNMA), indicating its ability to adaptively manage its portfolio amid market fluctuations.
- New Investment Positions: The fund invested in Interactive Brokers Group (IBKR), Global-E Online (GLBE), and Adobe (ADBE), reflecting a bullish outlook on the technology and financial services sectors, potentially laying the groundwork for future revenue growth.
- Market Outlook: With upgrades for companies like Adobe, Tapasya's investment portfolio may benefit from a market reassessment of these
Analyst Views on HHH
Wall Street analysts forecast HHH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HHH is 91.67 USD with a low forecast of 85.00 USD and a high forecast of 95.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 82.580
Low
85.00
Averages
91.67
High
95.00
Current: 82.580
Low
85.00
Averages
91.67
High
95.00
About HHH
Howard Hughes Holdings Inc. owns, manages, and develops commercial, residential, and mixed-use real estate throughout the United States. The Company operates through three business segments: Operating Assets, master planned communities (MPCs), and Strategic Developments. In its Operating Assets segment, it owns a variety of asset types, including approximately 9.2 million square feet of retail and office properties, 5,587 wholly and partially owned multifamily units, and wholly and partially owned other properties and investments. Its assets in this segment are primarily located in and around Houston, Texas (The Woodlands and Bridgeland); Columbia, Maryland (Columbia); Las Vegas, Nevada (Summerlin), and Honolulu, Hawai‘i (Ward Village). In its MPC segment, it plans, develops, and manages small cities and large-scale, mixed-use communities in markets. The Strategic Developments segment consists of residential condominium and commercial property projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
