Latest news with #fundperformance
Yahoo
09-07-2025
- Business
- Yahoo
Do You Believe in the Growth Potential of Nu Holdings (NU)?
Artisan Partners, an investment management company, released its 'Artisan Developing World Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Investor Class) returned 14.40% compared to 11.99% for the MSCI Emerging Markets Index. The Artisan Developing World Fund has returned 192.04% cumulatively, since June 30, 2015, compared to 60.03% for the index. Equities rose in the quarter despite uncertainty around US trade initiatives, strife in longer-dated bond markets, shifts in global currency preferences, and flash points in geopolitical conditions. US markets outperformed international markets in local currency terms for the same period. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Artisan Developing World Fund highlighted stocks such as Nu Holdings Ltd. (NYSE:NU). Headquartered in São Paulo, Brazil, Nu Holdings Ltd. (NYSE:NU) is a digital banking platform. The one-month return of Nu Holdings Ltd. (NYSE:NU) was 6.50%, and its shares gained 2.88% of their value over the last 52 weeks. On July 8, 2025, Nu Holdings Ltd. (NYSE:NU) stock closed at $13.59 per share, with a market capitalization of $65.564 billion. Artisan Developing World Fund stated the following regarding Nu Holdings Ltd. (NYSE:NU) in its second quarter 2025 investor letter: Top contributors to performance for the quarter included MercadoLibre, CrowdStrike, Latin American financial services company Nu Holdings Ltd. (NYSE:NU), Sea, and ARM Holdings. Nubank benefited from reaccelerating installment lending and stabilizing net interest margins, and may have also seen an uplift from growing interest in leading fintech-related companies following recent successful public offerings. A business professional banking from their laptop, taking advantage of the company's investment services. Nu Holdings Ltd. (NYSE:NU) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Nu Holdings Ltd. (NYSE:NU) at the end of the first quarter, compared to 79 in the previous quarter. While we acknowledge the potential of NU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-07-2025
- Business
- Yahoo
Carter's (CRI) Fell Despite Better-Than-Expected Q1 Results
Palm Valley Capital Management, an investment management firm, released the 'Palm Valley Capital Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, Palm Valley Capital Fund appreciated 0.82% compared to a 4.90% gain for the S&P SmallCap 600 and a 7.28% rise in the Morningstar Small Cap Total Return Index. Cash was 76.7% of Fund assets at the start of the quarter and 73.6% at the conclusion. Year-to-date, the fund gained 1.39% compared to a 4.46% decline for the S&P SmallCap 600 and a 0.75% rise for the Morningstar Small Cap Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Palm Valley Capital Fund highlighted stocks such as Carter's, Inc. (NYSE:CRI). Carter's, Inc. (NYSE:CRI) designs, sources, and markets branded children's wear. The one-month return of Carter's, Inc. (NYSE:CRI) was -3.56%, and its shares lost 48.79% of their value over the last 52 weeks. On July 7, 2025, Carter's, Inc. (NYSE:CRI) stock closed at $31.43 per share with a market capitalization of $1.145 billion. Palm Valley Capital Fund stated the following regarding Carter's, Inc. (NYSE:CRI) in its second quarter 2025 investor letter: "The Fund's three largest detractors in the quarter were ManpowerGroup (ticker: MAN), Carter's, Inc. (NYSE:CRI), and Kelly Services (ticker: KELYA). Carter's first quarter results were better than expected, but management withdrew 2025 guidance due to uncertainty over tariffs and a transition under the new CEO. Most of the company's supply comes from Vietnam, Cambodia, Bangladesh, and India. The new CEO, who previously ran the shoe brand Vans, may increase marketing spending to grow sales, which could adversely impact margins. We reduced the Fund's position in Carter's last quarter due to changing our normalized margin assumption. Nevertheless, the stock appears inexpensive based on revenue and assumed profits that are less than historical levels." A colorful assortment of children's apparel with different themes, capturing the dynamism of the business. Carter's, Inc. (NYSE:CRI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held Carter's, Inc. (NYSE:CRI) at the end of the first quarter, compared to 29 in the previous quarter. Carter's, Inc. (NYSE:CRI) reported net sales of $630 million in the first quarter, down 5% from Q1 2024. While we acknowledge the potential of Carter's, Inc. (NYSE:CRI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Carter's, Inc. (NYSE:CRI) and shared Palm Valley Capital Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of CRI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
08-07-2025
- Business
- Yahoo
Do You Believe in the Opportunity in ManpowerGroup (MAN)?
Palm Valley Capital Management, an investment management firm, released the 'Palm Valley Capital Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, Palm Valley Capital Fund appreciated 0.82% compared to a 4.90% gain for the S&P SmallCap 600 and a 7.28% rise in the Morningstar Small Cap Total Return Index. Cash was 76.7% of Fund assets at the start of the quarter and 73.6% at the conclusion. Year-to-date, the fund gained 1.39% compared to a 4.46% decline for the S&P SmallCap 600 and a 0.75% rise for the Morningstar Small Cap Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Palm Valley Capital Fund highlighted stocks such as ManpowerGroup Inc. (NYSE:MAN). ManpowerGroup Inc. (NYSE:MAN) offers workforce solutions and services globally. The one-month return of ManpowerGroup Inc. (NYSE:MAN) was 0.61%, and its shares lost 35.16% of their value over the last 52 weeks. On July 7, 2025, ManpowerGroup Inc. (NYSE:MAN) stock closed at $42.96 per share, with a market capitalization of $1.988 billion. Palm Valley Capital Fund stated the following regarding ManpowerGroup Inc. (NYSE:MAN) in its second quarter 2025 investor letter: "The Fund's three largest detractors in the quarter were ManpowerGroup (ticker: MAN), Carter's (ticker: CRI), and Kelly Services (ticker: KELYA). ManpowerGroup's stock was battered in April after the company announced a softer-than-expected outlook for the second quarter, which included a forecasted revenue decline between 1% and 5%. Despite revenues holding up decently, operating profit has fallen more than other leading staffers like Adecco and Randstad. In our opinion, current profitability is below normalized levels. The stock traded to its lowest level in 13 years. Shares are selling for 5x normalized operating earnings, and we believe the opportunity in the stock is substantial." A workforce of engineers and construction workers in professional gear, showcasing the company's capabilities in developing energy infrastructure solutions. ManpowerGroup Inc. (NYSE:MAN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held ManpowerGroup Inc. (NYSE:MAN) at the end of the first quarter, compared to 37 in the previous quarter. In the first quarter, ManpowerGroup Inc. (NYSE:MAN) reported revenue of $4.1 billion, down 5% year-over-year in constant currency. While we acknowledge the potential of ManpowerGroup Inc. (NYSE:MAN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered ManpowerGroup Inc. (NYSE:MAN) and shared the list of oversold global stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of MAN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
07-07-2025
- Business
- Yahoo
Here's AMG Frontier Small Cap Growth Fund's Comment on FTAI Aviation Ltd. (FTAI)
Frontier Capital Management, an investment management company, released its 'Frontier Small Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Class N shares of the fund returned -14.43% in the first quarter, compared to -11.12% for the benchmark Russell 2000 Growth Index. The fund returned -14.50% for the 12 months ended March 31, 2025, compared to the benchmark return of -4.86%. US equities traded lower in the first quarter, mainly during the last week of the quarter. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first quarter 2025 investor letter, Frontier Small Cap Growth Fund highlighted stocks such as FTAI Aviation Ltd. (NASDAQ:FTAI). FTAI Aviation Ltd. (NASDAQ:FTAI) owns and acquires aviation equipment for the transportation of goods and people. The one-month return of FTAI Aviation Ltd. (NASDAQ:FTAI) was -11.01%, and its shares gained 8.74% of their value over the last 52 weeks. On July 03, 2025, FTAI Aviation Ltd. (NASDAQ:FTAI) stock closed at $114.95 per share with a market capitalization of $11.79 billion. Frontier Small Cap Growth Fund stated the following regarding FTAI Aviation Ltd. (NASDAQ:FTAI) in its first quarter 2025 investor letter: "A second industrial underperformer was FTAI Aviation Ltd. (NASDAQ:FTAI), which has been one of our top contributors over the past couple of years. In January, a hedge fund published a short report asserting that FTAI had inflated its earnings through dubious accounting practices. The stock plummeted on the news, but we felt confident those claims were without merit. This event triggered the company to hire an independent auditor to review its accounting practices. During this time, we added to the position at lower prices where it presented a very attractive risk/reward given our confidence in the company's business model, growth opportunities, and understanding of its accounting practices. As it stands today, the investigation by the independent auditors has been completed with findings of no wrongdoing by FTAI, no accounting restatements, no delay in any Securities and Exchange Commission (SEC) filings, and no changes to earnings projections. We anticipate many years of strong growth ahead and have maintained a significant portfolio position." A team of airline employees surrounded by flight deck controls, with a variety of aircraft outside. FTAI Aviation Ltd. (NASDAQ:FTAI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 49 hedge fund portfolios held FTAI Aviation Ltd. (NASDAQ:FTAI) at the end of the first quarter, which was 54 in the previous quarter. While we acknowledge the potential of FTAI Aviation Ltd. (NASDAQ:FTAI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered FTAI Aviation Ltd. (NASDAQ:FTAI) and shared Tourlite Capital Management's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of FTAI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-07-2025
- Business
- Yahoo
Sustainable Momentum Drove Sea Limited's (SE) Performance in Q2
Lakehouse Capital, a Sydney-based investment manager, released its 'Lakehouse Global Growth Fund' May 2025 investor letter. A copy of the letter can be downloaded here. May proved to be a favorable month for the Fund, driven by a boost in investor sentiment and solid results from portfolio holdings. Overall, the firm remains satisfied with the strong fundamental performance and long-term growth outlook of its portfolio holdings. The Fund returned 6.1% net of fees and expenses for the month compared to 5.1% for its benchmark. Since its inception in December 2017, the Fund has returned 250.6% compared to 133.8% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In addition, please check the fund's top five holdings to know its best picks in 2025. In its May 2025 investor letter, Lakehouse Global Growth Fund highlighted stocks such as Sea Limited (NYSE:SE). Headquartered in Singapore, Sea Limited (NYSE:SE) is a consumer internet company that operates through E-commerce, Digital financial services, and Digital entertainment segments. The one-month return of Sea Limited (NYSE:SE) was -12.28%, and its shares gained 109.08% of their value over the last 52 weeks. On July 3, 2025, Sea Limited (NYSE:SE) stock closed at $149.47 per share, with a market capitalization of $88.489 billion. Lakehouse Global Growth Fund stated the following regarding Sea Limited (NYSE:SE) in its May 2025 investor letter: "Sea Limited (NYSE:SE) delivered another impressive result, with sustained momentum driving solid top-line growth and continued progress on profitability. Group revenue grew 30% to US$4.8 billion, driven by strong performance from the company's e-commerce platform, Shopee, and its fintech business, Monee. Shopee further extended its market leadership across Asia and Brazil, with record GMV rising 22% to US$28.6 billion and continued improvement in its take rate, up 60 basis points to 12.3%. Monee accelerated its growth with their loan book rising 77% to US$5.8 billion, driven by a >50% increase in active borrowers to over 28 million whilst maintaining sound credit quality. Combined with strong operating leverage across all business units, this growth helped lift adjusted EBITDA 136% to US$947 million and continues to demonstrate Sea's ability to deliver further profitable growth." A person livestreaming their gameplay on a mobile device with integrated payment options. Sea Limited (NYSE:SE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 84 hedge fund portfolios held Sea Limited (NYSE:SE) at the end of the first quarter compared to 86 in the previous quarter. Sea Limited's (NYSE:SE) total revenue increased 30% year-on-year to $4.8 billion in the first quarter of 2025. While we acknowledge the potential of Sea Limited (NYSE:SE) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Sea Limited (NYSE:SE) and shared Sands Capital Technology Innovators Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of SE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
