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Aristotle Atlantic's Focus Growth Strategy Sold Expedia Group (EXPE) Due to Higher Risk of a Recession
Aristotle Atlantic's Focus Growth Strategy Sold Expedia Group (EXPE) Due to Higher Risk of a Recession

Yahoo

time4 hours ago

  • Business
  • Yahoo

Aristotle Atlantic's Focus Growth Strategy Sold Expedia Group (EXPE) Due to Higher Risk of a Recession

Aristotle Atlantic Partners, LLC, an investment advisor, released its 'Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market regained its strength in the second quarter, following initial volatility, with the S&P 500 Index rising 10.94%. The Bloomberg U.S. Aggregate Bond Index also surged 1.21% during the quarter. Aristotle Atlantic's Focus Growth strategy returned 17.70% gross of fees (17.67% net of fees) in the quarter, underperforming the Russell 1000 Growth Index's 17.84% total return. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second quarter 2025 investor letter, Aristotle Atlantic Focus Growth Strategy highlighted stocks such as Expedia Group, Inc. (NASDAQ:EXPE). Expedia Group, Inc. (NASDAQ:EXPE) is an online travel company with a market capitalization of $23.58 billion. The one-month return of Expedia Group, Inc. (NASDAQ:EXPE) was 9.60%, and its shares gained 39.80% of their value over the last 52 weeks. On July 21, 2025, Expedia Group, Inc. (NASDAQ:EXPE) stock closed at $185.47 per share. Aristotle Atlantic Focus Growth Strategy stated the following regarding Expedia Group, Inc. (NASDAQ:EXPE) in its second quarter 2025 investor letter: We sold Expedia Group due to a higher risk of a recession following the significant increase in global tariffs, which can be expected to reduce overall levels of economic activity. In addition, the negative impact on the wealth effect due to potentially declining equity markets will likely impact demand for retail travel. Travel is among the most discretionary spend categories within the consumer discretionary sector. A busy airport terminal with a family eagerly waiting for their business trip. Expedia Group, Inc. (NASDAQ:EXPE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge fund portfolios held Expedia Group, Inc. (NASDAQ:EXPE) at the end of the first quarter, which was 72 in the previous quarter. In the first quarter of 2025, Expedia Group, Inc. (NASDAQ:EXPE) reported revenue of $3 billion, up 3% year-over-year. While we acknowledge the potential of Expedia Group, Inc. (NASDAQ:EXPE) 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 Expedia Group, Inc. (NASDAQ:EXPE) and shared the list of best magic formula stocks to invest in. 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

Why American Express Travel Will Stop Selling Flight and Hotel Packages: Exclusive
Why American Express Travel Will Stop Selling Flight and Hotel Packages: Exclusive

Skift

time6 days ago

  • Business
  • Skift

Why American Express Travel Will Stop Selling Flight and Hotel Packages: Exclusive

American Express Travel began selling vacation packages — initially sourced from Travelocity, now owned by Expedia — in 2004. They lost their luster as a momentous value-add to card members. American Express Travel will stop selling flight and hotel packages as of July 31, according to a notice on its website. These bundled deals, which have long been powered by Expedia, will no longer be available — though card members will still be able to book flights and hotels separately. American Express Travel began offering packages through Travelocity (now owned by Expedia) more than 20 years ago. The comp

These are the top 10 islands to visit, says Expedia
These are the top 10 islands to visit, says Expedia

USA Today

time6 days ago

  • USA Today

These are the top 10 islands to visit, says Expedia

If you're dreaming of escaping to a gorgeous island with beaches and sunshine, you're not alone. Global interest by travelers for island vacations are up on average by 30% this year, according to Expedia's first-ever Island Hot List 2025. The list, which was released Tuesday, ranks the world's best islands to vacation at based on Expedia data and traveler reviews, plus weighing factors like accessibility, safety, sustainability and weather. "Powered by real traveler data, the Expedia Island Hot List gives travelers the inspiration they need to plan a smarter island escape,' Melanie Fish, head of Expedia Group brands public relations, said in a news release. 'Island adventurers want standout stays, affordable prices and seamless flight access." Travelers can find deals for their tropical vacation by visiting during the shoulder season, with the chance to save up to 50% on average for accommodations. A visit to Sardinia in September is 35% cheaper than in August, according to a travel platform. Here are the top 10 islands, according to Expedia. No passport, no problem: 5 US towns that feel like Europe Best for year-round sunshine: Aruba Aruba's reputation as one of the sunniest destinations in the Caribbean makes it the perfect choice for travelers seeking to maximize their beach time during their trip. It doesn't hurt that its Eagle Beach, renowned for its soft sand and turquoise waters, has consistently ranked on Tripadvisor's annual best beaches. ▶ Best time to visit: September Best for relaxation: Bali, Indonesia Yogis and surfers have long been going to Bali, known for being a deeply rooted spiritual place with stunning natural beauty, so it makes sense that the Indonesian island was named the best for relaxation by Expedia. ▶ Best time to visit: September Best for adventure: Dominican Republic Yes, there are beautiful beaches in the Dominican Republic, but the Caribbean island is also an ideal destination for travelers looking to partake in water sports, hikes, ATVs, ziplines and more. With its many all-inclusive properties, travelers can also make the most of their budget. ▶ Best time to visit: April Best for community: Fiji Fiji is one of those bucket list destinations, offering travelers a balance of adventure and relaxation, with surfing, diving and pristine beaches to enjoy. The island country is working toward regenerative tourism with community-based and conservation initiatives, according to Expedia. ▶ Best time to visit: September Best for culture: Jamaica Jamaica has stunning beaches, but also a vibrant culture of reggae music, rum, cuisine and more. For those eager to explore the outdoors, travelers can swim in the waterfalls of the Blue Mountains before relaxing on the paradisiacal Seven Mile Beach. ▶ Best time to visit: December Best for affordable luxury: Koh Samui, Thailand While the latest season of HBO's hit show "White Lotus" put Thailand at the top of everyone's bucket list, the destination is underrated for affordable luxury. Koh Samui is known as Thailand's rising wellness capital, with a focus on yoga, spirituality and detoxes, according to Expedia. ▶ Best time to visit: March Best for romance: Maldives Over the last 50 years, the Maldives has risen as a haven for those seeking out a quiet getaway. Its many resorts make travelers feel as if they're on a private island away from the rest of civilization. That is, without giving up luxury, like the famous overwater bungalows, this destination is known for. ▶ Best time to visit: May Best for surfing: Oahu, Hawaii Hawaii is often credited as the birthplace of modern surfing, with Oahu beckoning surfers of all skill levels from around the world. However, this is just one way travelers can engage with Hawaiian culture, as the islands focus on responsible tourism initiatives, such as volunteering. ▶ Best time to visit: September Best for nightlife: Paros, Greece While Mykonos and Santorini may be the more famous Greek islands for travelers, Paros is emerging for those seeking out luxury and nightlife with fewer crowds. ▶ Best time to visit: September Best for foodies: Sardinia, Italy As a Blue Zone, Sardinia is the destination for travelers seeking luxury with a splash of wellness. Fresh, delicious cuisine, combined with the stunning Italian coastline, has earned this island a spot on the list. ▶ Best time to visit: September

This Is the No. 1 Island Destination for 2025, According to Expedia—and It Ranked for Its Year-round Sun
This Is the No. 1 Island Destination for 2025, According to Expedia—and It Ranked for Its Year-round Sun

Travel + Leisure

time15-07-2025

  • Travel + Leisure

This Is the No. 1 Island Destination for 2025, According to Expedia—and It Ranked for Its Year-round Sun

Dreaming of going on an island escape? It turns out everyone else is too—and Expedia knows exactly where we all want to go. On Tuesday, the travel booking site released its 2025 Island Hot List, which it calls "the definitive guide to island travel based on verified data and traveler insights." And right off the bat, it shared that the global interest for island getaways is up an average of 30 percent year-over-year. This year, Aruba made the list, with Expedia noting it's "best for year-round sun," while Bali, Indonesia, took home a spot thanks to being the "best for relaxation." They're joined by the Dominican Republic, which Expedia says is best for adventure, Fiji, which is best for community, Jamaica, as it's best for culture, and Koh Samui, Thailand, which is best for affordable luxury. The list, Expedia explained, was compiled using comprehensive data on global traveler interest, local accommodation rates, flight and lodging accessibility, the quality of hotels (based on traveler reviews and guest experience ratings), local weather patterns, general tourism appeal, and traveler safety. 'Powered by real traveler data, the Expedia Island Hot List gives travelers the inspiration they need to plan a smarter island escape,' Melanie Fish, head of Expedia Group brands public relations, shared in a statement provided to Travel + Leisure . The Maldives also made the list thanks to being the best for romance, while Oahu, Hawaii, was named best for surfing, Paros, Greece, for being the best for nightlife, and Sardinia, Italy, as the best island for food Lovers. 'We are honored that the pearl of the China Sea, Koh Samui, has been recognized among the top 10 Expedia Island Hot List," Narin Tijayang, the former executive director of Koh Samui Office, Tourism Authority of Thailand, shared. "[It's] a testament to the breathtaking beauty and vibrant culture of our island. Koh Samui, with its pristine beaches, lush landscapes, and warm hospitality, stands ready to welcome travelers from around the world to experience the very best of Thai island life." (Thailand is T+L's 2025 Destination of the Year.) Beyond the global hotspots, Expedia also pulled data on the islands with the biggest search increases from U.S.-based travelers. Topping the list is Madeira in Portugal, with a 45 percent increase in interest, followed by Nantucket (+40 percent), St. Thomas (+30 percent), Palm Beach (+30 percent), and Turks and Caicos, which saw 10 percent growth in search. Expedia noted that the "optimum time" to visit each place varies; however, it added that if you need a closer range, September is, on average, the prime time for an island getaway. That's usually the shoulder season for island destinations, which offers more affordability and a wider range of available hotel room options. It also added that you can turn on the Flight Alerts tool on its app to track pricing and get notified when fares dip, so you can book that island getaway you so richly deserve.

St. Jude Children's Hospital's fundraising arm selects new CEO in midst of global expansion
St. Jude Children's Hospital's fundraising arm selects new CEO in midst of global expansion

Al Arabiya

time08-07-2025

  • Business
  • Al Arabiya

St. Jude Children's Hospital's fundraising arm selects new CEO in midst of global expansion

Ike Anand was promoted to president and chief executive officer of ALSAC, St. Jude Children's Research Hospital's fundraising organization, on Tuesday. The leadership change comes as ALSAC – which raised more than $2.5 billion for the Memphis-based hospital in 2024, according to tax filings – navigates a global expansion and an increasingly complicated funding landscape in the US. 'My role is to make sure that ALSAC is able to deliver on its promises to St. Jude so that St. Jude can continue to dream big,' said Anand, who has been ALSAC's chief operating officer since 2020. 'And ALSAC has a lot of initiatives in the pipeline to make sure that that happens.' Dr. Frederick M. Azar, chairman of ALSAC's board of directors, said Anand has been instrumental in redefining the organization's strategic direction, including its six-year, $12.9 billion plan to provide pediatric cancer cures and treatments globally, and will help it continue to grow. 'Throughout his tenure, Ike has demonstrated visionary leadership and an unwavering commitment to the St. Jude mission,' Azar said in a statement. For Anand, who spent 15 years at travel tech firm Expedia Group and the rest of his career at other for-profit businesses, heading a nonprofit – even one as large and influential as ALSAC – was not an early life goal. But the COVID-19 pandemic and its impact on his family and friends changed that. 'I was hunting to do something that makes me feel valuable and purpose-driven in this world,' Anand said. 'And what I found… it was the perfect match.' At Expedia, he learned the importance of data, nurturing customer relationships, and managing teams around the world – experiences he says help at ALSAC. 'We have a culture here now of testing and learning, getting better at what we do, and ultimately understanding that we're not really competing against anybody else,' he said. 'We are trying to be better at what we do.' One area where Anand has drawn attention is incorporating artificial intelligence into ALSAC's fundraising. Its initiative of using AI to help guide its communications with donors has influenced multiple programs in philanthropy. Anand is quick to point out that ALSAC does not use donors' specific data to communicate to them individually but does use aggregated data to make decisions about what information may interest certain types of donors. 'For us, it is really, really vital that the consumers have trust in us and that they see us valuing their privacy, that they see us valuing their information and using it in the right manner,' he said. 'And so we're really careful about it.' Health care policy changes from President Donald Trump's administration may impact rural hospitals and increase the need for St. Jude's services, which include free treatment for children with cancer. However, Anand says that St. Jude and ALSAC see it as their mission to care for all 400,000 children around the world diagnosed with cancer, so the changes do not really change their focus. 'Our mission is a unifying mission,' he said. 'We are not a political organization. I think everybody agrees that saving children is one of the most important things we can do as humanity.' Marlo Thomas, National Outreach Director for St. Jude and daughter of the late entertainer and philanthropist Danny Thomas, who founded ALSAC and St. Jude, said that goal has remained the same. 'When my father founded St. Jude with a dream that no child should die in the dawn of life, he meant no child anywhere,' she said in a statement. 'Ike Anand is the perfect person to carry that dream forward and help continue to expand our mission globally.'

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