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This Bay Is Key to Russia's Militarization of the Arctic

This Bay Is Key to Russia's Militarization of the Arctic

This Bay Is Key to Russia's Militarization of the Arctic
As melting sea ice reveals new trade routes, resources and battlegrounds, the Kola Bay is emerging as one of Russia's most powerful hubs in its quest to dominate the Arctic. Photo: Alican Ocak/Anadolu Agency
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Rising: July 29, 2025
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The London Company SMID Cap Trimmed AerCap Holdings (AER) on Share Price Appreciation
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The London Company, an investment management company, released 'The London Company SMID Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund's performance in the quarter, while stock selection detracted. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as AerCap Holdings N.V. (NYSE:AER). AerCap Holdings N.V. (NYSE:AER) engages in the lease, financing, sale, and management of flight equipment. The one-month return AerCap Holdings N.V. (NYSE:AER) was -2.11%, and its shares gained 21.66% of their value over the last 52 weeks. On July 28, 2025, AerCap Holdings N.V. (NYSE:AER) stock closed at $111.85 per share, with a market capitalization of $20.335 billion. The London Company SMID Cap Strategy stated the following regarding AerCap Holdings N.V. (NYSE:AER) in its second quarter 2025 investor letter: "AerCap Holdings N.V. (NYSE:AER) – AER delivered strong performance this quarter, bolstered by solid Q1 2025 results and a favorable UK court ruling on $1B in insurance claims related to the Russia-Ukraine War. With the largest aircraft portfolio in a seller's market, AerCap is well-positioned to grow book value per share through strategic asset sales and stock buybacks, capitalizing on robust market dynamics. An impressive fleet of aircrafts taking off from the main runway of the Regional Air Carrier services. AerCap Holdings N.V. (NYSE:AER) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held AerCap Holdings N.V. (NYSE:AER) at the end of the first quarter, which was 69 in the previous quarter. While we acknowledge the potential of AerCap Holdings N.V. (NYSE:AER) 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. In another article, we covered AerCap Holdings N.V. (NYSE:AER) and shared the list of best industrial stocks to buy. AerCap Holdings N.V. (NYSE:AER) contributed to The London Company Mid Cap Strategy's performance 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. 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

Russian journalist sentenced to 12 years over ties to opposition group

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Russian journalist sentenced to 12 years over ties to opposition group

MOSCOW -- A Russian journalist was convicted and sentenced to 12 years in prison on Tuesday on charges of 'extremism' over her links to an opposition group, part of an unrelenting crackdown on dissent. A court in the city of Ufa in Russia's Bashkortostan region found Olga Komleva, 46, guilty of involvement with an organization of late opposition leader Alexei Navalny that was officially branded 'extremist." Following her closed-door trial, the judge also found Komleva guilty on charges of 'spreading false information' about the Russian military. She rejected the charges. Komleva, who has been in custody since her arrest in March 2024, had worked as a volunteer at the regional branch of Navalny's Foundation for Fighting Corruption before it was outlawed in 2021 in a move widely seen as politically motivated. She also worked for an independent news outlet and covered protests in the region. Navalny was President Vladimir Putin's fiercest and most prominent foe and relentlessly campaigned against official corruption in Russia. Navalny died in February 2024 in an Arctic penal colony while serving a 19-year sentence on a number of charges, including running an extremist group, which he had rejected as politically driven. Russian authorities have intensified their crackdown on dissent after the Kremlin sent troops into Ukraine in February 2022, relentlessly targeting rights groups, independent media, members of civil society organizations, LGBTQ+ activists and certain religious affiliations. Hundreds of people have been jailed and thousands of others have fled the country. In January, three lawyers who once represented Navalny were convicted and given sentences ranging from 3½ to five years on charges of involvement with an 'extremist' group. Four journalists were convicted in April on extremism charges for working for Navalny's group and sentenced them each to 5½ years in prison.

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