Mason Hawkins is an important north -American investor, known for being the founder and president of South -East assets management. Hawkins has a degree in Finance Arts from the University of Florida and later made his MBA in finance from the University of Georgia. Prior to founding the south -east of assets management, the billionaire gained experience as research director of the Atlantic National Bank and First Tennessee Investment Management. There he developed his value investment strategy and has since been known for his discipline in value investment. Its Southeastern Fund Asset Management also has the same reputation, which can be witnessed through its concentrated portfolio of about 40 to 50 actions. Southeastern Asset Management Services 47 customers currently, with $ 5,271,901,660 as assets under management from March 2024.
Value Investment is an investment strategy that uses well -managed and quality purchasing actions at prices significantly below their intrinsic value. The Hawkins strategy core is to buy shares when its market price is not more than 60% of the company’s valuation of its intrinsic value. Value investors believe that the market reacts to economic news, which involves a movement of the actions prices, however, this news does not affect the long -term foundations of a company. Therefore, investors like Mason Hawkins do not follow the herd and use financial research and analysis to find quality companies. Value investors are also known by long -term holding companies, but also actively delete the actions that the market is underestimating.
Hawkins research and disciplined investment strategy has won widespread recognition. He won the Lifetime of the Investors’ Life in 2005 and was also appointed National Fund Manager of Equity of the Year to Morningsar in 2006.
Under the current condition of the market, Hawkins’s value investment strategy has caused the attention of southeastern assets to small-level actions. While the stocks of small layers have largely had the market compared to its large homologous homologues. However, according to Francis Gannon, co-head of investment of Royce Investment Partners, Small caps have an attractive price For long -term investment opportunities. Gannon’s investment advice is aligned with Hawkins’ strategy, as it suggests investing in small quality companies with fundamental foundations, low debts, long -term gains established and significant potential.
To collect the list of the 10 Mason Hawkins Mason’s Mason’s stocks with great potential upside down, we traveled the 13F tiles of southeastern assets management, from Insider Monkey. From these files, we checked the potential in reverse of each CNN actions and classified the stocks in ascending order of the potential in reverse. We have also added the participation of southern assets management -east of each company and the feeling of coverage funds around each action. Note that the data was recorded on April 28, 2025. Note that for this article we have defined small -layered companies as those with market capitalization of $ 1 billion to $ 10 billion.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Oscar Health, Inc. (OSCR): Between Mason Hawkins Masonic Degree with great potential on reverse
Mason Hawkins of South -East Asset Management
Market capitalization: $ 3.06 million
Number of coverage fund holders: 43
Southeastern Asset Management Stake: 42.081.769
Potential analyst on reverse: 51.27%
Oscar Health, Inc. (NYSE: OSCR) is a health insurance company that takes advantage of a full -stalled technology platform to offer and manage insurance. It works through key activities and services, including health insurance plans, +Oscar (Technology Platform) and Member Services. It works in several states of the United States.
During exercise 2024, Oscar Health, Inc. (NYSE: OSCR) reached the record of the ACA market of 37% of members compared to the market average of 13%. This brought the total number of members to 1.8 million in February 2025. The year was also important because it marked the first year of annual benefit. The company’s net revenue reached net revenue of $ 25.4 million, against a loss of $ 270 million last year.
Be careful, Oscar Health, Inc. (NYSE: OSCR) provides for operating income of $ 225 million to $ 275 million. Management believes that its technology platform will allow the greater growth of the members. It is one of the 10 stocks of the Mason Hawkins billionaire with great potential.
Longleaf Partners Small-Cap Fund declared the following with regard to Oscar Health, Inc. (NYSE: OSCR) in its Q4 2024 Investor letter:
)Oscar Health, Inc. (NYSE: OSCR) – The Oscar Health Insurance and Software company was a maximum detractor for the quarter, while he was a maximum contributor to the year. The company delivered another strong quarter operating, reaching more than 60% of year -on -year income and members growth, while moving towards its publicly indicated objective of 5% of operating income margins. Despite the operational progress, Trump’s presidential victory weighed the price of actions in the quarter due to the uncertainty added to the future of improved ACA grants that expire at the end of 2025 and broader implications for the ACA itself. The Oscar still has non -appreciated assets in various regions in different stages of extension, moving from the mode of investment in some areas to higher margin operations in others. We see it as a long -term positive, highlighting the long -term growth potential embedded in the Oscar. While the news related to the election contributed to the volatility of actions during the second half of the year, we took advantage of the volatility by cutting and adding to our position. It was powerful to see co -founder Josh Kushner and CEO Mark Bertolini (through its foundation), each purchase of more than $ 10 million in shares worth the electoral sale. “”
Overall, OSCR Rankes 5th In our list of small stocks of Mason Hawkins Multimilionary with great potential vice versa. Although we recognize the potential of ORIOR as an investment, our conviction lies in the belief that AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia is more promising than the OSCR, but that sells less than five times, see our report on this Ia stock cheap.
