Latest news with #ChristopherAnthonyHohn
Yahoo
09-05-2025
- Business
- Yahoo
S&P Global Inc. (SPGI): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where S&P Global Inc. (NYSE:SPGI) stands against Billionaire Chris Hohn's other stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A group of analysts studying data on a large monitor.S&P Global Inc. (NYSE:SPGI) is a premier provider of financial information and analytics, serving institutional investors, corporations, and government entities worldwide. Headquartered in New York City, the company delivers a comprehensive suite of services spanning credit ratings, market intelligence, commodity analytics, mobility solutions, and index development, most notably the widely followed S&P index. In the first quarter of 2025, S&P Global Inc. (NYSE:SPGI) exceeded market expectations across the board. The company reported revenue of $3.78 billion, representing an 8% year-over-year increase and beating the consensus of $3.72 billion. Earnings per share came in at $4.37, outpacing the projected $4.23 and marking a 9% increase over the prior-year period. These results were driven by solid growth across its business segments, particularly in Market Intelligence and Indices, which benefited from sustained capital market activity and increasing demand for data-driven investment tools. The firm also delivered significant margin expansion, improving operating margins by 240 basis points over the trailing twelve months. This operational efficiency reflects S&P Global Inc. (NYSE:SPGI)'s disciplined cost structure and high-margin business model. Additionally, the company returned over $900 million to shareholders through a combination of dividends and share repurchases, underlining its strong capital return policy. With a diversified revenue base, recurring income streams, and robust pricing power, S&P Global Inc. (NYSE:SPGI) continues to be a strategic asset in financial services portfolios. Its strong quarterly performance reaffirms the company's position as a high-quality compounder with dependable cash flow and earnings growth. Among Hohn's portfolio, S&P Global stands out with a notable upside potential of 15.74%, positioning it as one of the top stocks with significant growth prospects. The company has also seen increasing hedge fund interest; by the end of Q4 2024, 99 hedge funds out of 1,009 tracked by Insider Monkey held stakes in the company, up from 85 funds in the previous quarter. The total value of these holdings reached $10.52 billion, indicating rising confidence among institutional investors. Overall, SPGI ranks 5th on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SPGI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . 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Yahoo
09-05-2025
- Business
- Yahoo
Microsoft Corporation (MSFT): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against Billionaire Chris Hohn's other stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A development team working together to create the next version of Corporation (NASDAQ:MSFT), a leading multinational technology conglomerate headquartered in Redmond, Washington, delivered a strong third-quarter performance that surpassed analyst expectations across all key metrics. The company reported earnings per share of $3.46, beating the consensus estimate of $3.23, and reflecting an 18% year-over-year increase in net income to $25.8 billion. Revenue for the quarter reached $70.1 billion, up 13% from the same period last year, also outperforming the projected $68.53 billion. Segment-wise, Microsoft Corporation (NASDAQ:MSFT)'s 'Intelligent Cloud' division, which includes Azure and server products, generated $26.8 billion in revenue, a 21% year-over-year increase, driven by robust enterprise demand for AI infrastructure and cloud solutions. 'Productivity and Business Processes,' home to Microsoft 365, LinkedIn, and Dynamics, posted revenue of $29.9 billion, up 10% year-on-year, while 'More Personal Computing,' which includes Windows, Xbox, and Bing, brought in $13.4 billion, a 6% increase. Capital expenditures rose sharply to $16.7 billion, up 52% year over year, exceeding analyst expectations and highlighting Microsoft Corporation (NASDAQ:MSFT)'s aggressive investment in AI and cloud infrastructure. While the company has recently paused or canceled several data center leases, the surge in spending underscores its commitment to scaling capacity in high-demand areas, particularly around AI workloads. CEO Satya Nadella emphasized that AI and cloud technologies are becoming fundamental to business efficiency and innovation across industries. However, market concerns linger over potential oversupply in AI computing resources, particularly given Microsoft Corporation (NASDAQ:MSFT)'s $14 billion investment in OpenAI and the rapidly evolving landscape of generative AI. Despite these uncertainties, Microsoft Corporation (NASDAQ:MSFT)'s diversified revenue streams, dominant position in enterprise software, and ongoing AI leadership position it well for continued long-term growth. The company's ability to consistently outperform expectations reinforces its standing as a core holding in institutional portfolios. Overall, MSFT ranks 4th on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MSFT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
09-05-2025
- Business
- Yahoo
Moody's Corporation (MCO): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Moody's Corporation (NYSE:MCO) stands against Billionaire Chris Hohn's other stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A businesswoman using a digital device to monitor a workflow orchestration process, illustrating the company's versatility in critical Corporation (NYSE:MCO) is a leading provider of credit ratings, research, and risk analysis through its subsidiaries Moody's Investors Service and Moody's Analytics. Founded in 1909 and headquartered in New York, Moody's plays a critical role in global financial markets by offering credit risk assessments on sovereign, corporate, and structured finance debt, while also supplying advanced analytics and modeling tools to financial institutions. In the first quarter of 2025, Moody's Corporation (NYSE:MCO) reported adjusted earnings of $3.83 per share, outperforming consensus estimates of $3.56. This marks a 14% increase compared to the same period last year, reflecting both resilient demand for credit assessments and solid operational execution. Revenue reached $1.92 billion, exceeding analyst expectations of $1.88 billion and rising 8% year over year, with both the Ratings and Analytics segments contributing to the growth. Despite a 9% year-over-year rise in total expenses to $1.08 billion, including $33 million tied to its ongoing Strategic and Operational Efficiency Restructuring Program, Moody's Corporation (NYSE:MCO) maintained robust profitability. Adjusted operating income climbed 10% to $994 million, and the operating margin improved to 51.7%, up from 50.7% in the prior year. Moody's Corporation (NYSE:MCO) ended the quarter with $2.2 billion in cash, down from $2.97 billion at year-end 2024, as it continued returning capital to shareholders, repurchasing 0.8 million shares at an average price of $481.77. The company maintained a solid liquidity position, supported by $6.8 billion in outstanding debt and an additional $1.25 billion available under its revolving credit facility. With an estimated upside potential of 9.17%, Moody's Corporation (NYSE:MCO) offers an appealing mix of defensive business characteristics, steady earnings growth, and disciplined capital allocation. Its dominant market position and consistent performance make it an attractive candidate for portfolios seeking quality exposure in financial services with room for continued appreciation. L1 Capital International Fund made the following comment about Moody's Corporation (NYSE:MCO) in its Q3 2023 : 'Portfolio adjustments during the September 2023 quarter were modest, diversified, but meaningful. In total around 10% of the Fund was divested and reinvested into opportunities we consider provide a superior risk-adjusted base case return. Overall, MCO ranks 7th on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MCO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
08-05-2025
- Business
- Yahoo
GE Aerospace (GE): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where GE Aerospace (NYSE:GE) stands against other billionaire Chris Hohn's stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). Chris HohnHeadquartered in Evendale, Ohio, GE Aerospace (NYSE:GE) is a cornerstone of the global aviation industry, providing advanced propulsion systems and aftermarket services for commercial and military aircraft. The company has emerged as a dominant aircraft engine manufacturer due to its historical leadership, strategic partnerships, and technological investments. For the first quarter of 2025, GE Aerospace (NYSE:GE) posted robust performance across key metrics. Total orders rose 12% year over year to $12.3 billion, while GAAP revenue increased 11% to $9.9 billion. Adjusted revenue also saw an 11% lift, reaching $9.0 billion. The company delivered GAAP profit of $2.2 billion, up 13%, while adjusted operating profit surged 38% to $2.1 billion. Margins expanded significantly, with adjusted operating margin improving by 460 basis points to 23.8%. Earnings per share reflected this momentum. Adjusted EPS came in at $1.49, representing a sharp 60% increase from the prior year, while GAAP EPS was $1.83, up 16%. Although free cash flow declined 14% to $1.4 billion, the company maintained healthy cash generation amid rising orders and stronger commercial services performance. Despite macroeconomic headwinds, particularly trade-related uncertainty due to renewed tariffs, GE Aerospace (NYSE:GE) has reaffirmed its full-year earnings guidance. CEO H. Lawrence Culp, Jr. has actively engaged with U.S. leadership to advocate for a return to tariff-free trade under the Civil Aircraft Agreement, citing its role in sustaining a $75 billion annual trade surplus for the industry. With a price target of $229.58 and an upside potential of 9.88%, GE Aerospace (NYSE:GE) is among billionaire Chris Hohn's stock picks with huge upside potential. Backed by strong execution, expanding margins, and a high-growth end market, GE stands out as a top conviction holding for hedge fund portfolios focused on long-term capital gains. Aristotle Atlantic Core Equity Strategy stated the following regarding GE Aerospace (NYSE:GE) in its Q4 2024 investor letter: 'GE Aerospace (NYSE:GE) designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. The industry has high entry barriers and is concentrated among few players. Despite its cyclical nature, the demand for travel is driven by global middle-class growth. Boeing and Airbus have long order books, ensuring steady demand for engines and spare parts. The company also benefits from high-margin services for existing aircraft fleets, with services accounting for 70% of its commercial engine business. GE Aerospace serves customers worldwide. Overall, GE ranks 6th on our list of billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of GE 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GE but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . 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
08-05-2025
- Business
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Canadian Pacific Kansas City Limited (CP): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Canadian Pacific Kansas City Limited (NYSE:CP) stands against other Billionaire Chris Hohn's stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A freight train making its way through a majestic mountain range, snow-capped peaks in the Pacific Kansas City Limited (NYSE:CP), based in Calgary, has emerged as a transformative force in North American rail transportation following its 2023 acquisition of Kansas City Southern. The merger created the continent's first single-line railway connecting Canada, the United States, and Mexico, offering customers a fully integrated logistics corridor across the three largest North American economies. Operating over 20,000 miles of rail with a workforce of approximately 20,000 employees, CP delivers freight transport, logistics, and supply chain solutions. In the first quarter of 2025, Canadian Pacific Kansas City Limited (NYSE:CP) reported an 8% year-over-year increase in revenue to $3.8 billion. Operational efficiency also improved, with the operating ratio falling by 150 basis points to 62.5%. Safety performance reached new highs, with record improvements in both train accident frequency and personal injury rates. Reflecting its financial strength and shareholder-friendly capital strategy, the company raised its quarterly dividend by 20%. Investor confidence continues to build. Chris Hohn's TCI Fund Management held just under 55 million shares at the close of Q4 2024, underscoring long-term conviction in CP's growth trajectory. Hedge fund interest followed suit, with 74 firms holding positions in the company, up from 52 in the prior quarter. CP's unique tri-national network is unlocking cross-border trade opportunities, particularly between Canada and Mexico. With more than $100 million in new revenue streams already realized, Canadian Pacific Kansas City Limited (NYSE:CP) is well-positioned to benefit from shifting trade dynamics, nearshoring trends, and growing demand for resilient supply chains. With an upside potential of 25.44%, Canadian Pacific Kansas City Limited (NYSE:CP) is one of billionaire Chris Hohn's stock picks with huge upside potential. Its strategic geographic reach, improving fundamentals, and growing institutional interest make it a compelling opportunity in the North American industrials sector. Overall, CP ranks 1st on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of CP 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CP but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . 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