Latest news with #GlobalEquity
Yahoo
04-08-2025
- Business
- Yahoo
A Confluence of Catalysts Drove Aristotle Capital's Global Equity Composite to Build a Position in Capital One Financial Corporation (COF)
Aristotle Capital Management, LLC, an investment management firm, released its 'Global Equity Strategy' investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. During the quarter, the global equity market surged, with the MSCI ACWI Index rising 11.53%. Aristotle Capital Global Equity Strategy returned 9.58% gross of fees (9.45% net of fees) in the second quarter, underperforming the MSCI ACWI Index's 11.53% return and the MSCI World Index's 11.47% return. Additionally, you can review the fund's top 5 holdings to see its best picks for 2025. In its second-quarter 2025 investor letter, Aristotle Capital Global Equity Strategy highlighted stocks such as Capital One Financial Corporation (NYSE:COF). Capital One Financial Corporation (NYSE:COF) is a financial services holding company for Capital One, National Association that offers various financial products and services. The one-month return of Capital One Financial Corporation (NYSE:COF) was -6.08%, and its shares gained 52.42% of their value over the last 52 weeks. On August 1, 2025, Capital One Financial Corporation (NYSE:COF) stock closed at $207.47 per share, with a market capitalization of $132.68 billion. Aristotle Capital Global Equity Strategy stated the following regarding Capital One Financial Corporation (NYSE:COF) in its second quarter 2025 investor letter: "Founded in 1988 and headquartered in McLean, Virginia, Capital One Financial Corporation (NYSE:COF) is one of the largest credit card issuers in the U.S. The company was spun out of Signet Financial in 1995 under the leadership of founder and current Chairman and CEO Richard Fairbank. Over the past three decades, Capital One has evolved from a monoline credit card lender into a diversified financial services firm offering a broad range of consumer and commercial banking products. A smiling face of a customer as they make a deposit at this company's branch. Capital One Financial Corporation (NYSE:COF) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 93 hedge fund portfolios held Capital One Financial Corporation (NYSE:COF) at the end of the first quarter, which was 89 in the previous quarter. While we acknowledge the potential of Capital One Financial Corporation (NYSE:COF) 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 Capital One Financial Corporation (NYSE:COF) and shared the list of cheap value stocks to buy according to Warren Buffett. Capital One Financial Corporation (NYSE:COF) was the top contributor to Oakmark Equity and Income Fund's performance during Q2 2025. 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. Sign in to access your portfolio
Yahoo
04-08-2025
- Business
- Yahoo
Broad-Based Growth Drivers Lifted Cameco Corporation (CCJ) in Q2
Aristotle Capital Management, LLC, an investment management firm, released its 'Global Equity Strategy' investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. During the quarter, the global equity market surged, with the MSCI ACWI Index rising 11.53%. Aristotle Capital Global Equity Strategy returned 9.58% gross of fees (9.45% net of fees) in the second quarter, underperforming the MSCI ACWI Index's 11.53% return and the MSCI World Index's 11.47% return. Additionally, you can review the fund's top 5 holdings to see its best picks for 2025. In its second-quarter 2025 investor letter, Aristotle Capital Global Equity Strategy highlighted stocks such as Cameco Corporation (NYSE:CCJ). Cameco Corporation (NYSE:CCJ) is a leading uranium-producing company. One-month return of Cameco Corporation (NYSE:CCJ) was -0.71%, and its shares gained 91.77% of their value over the last 52 weeks. On Aug 1, 2025, Cameco Corporation (NYSE:CCJ) stock closed at $72.93 per share, with a market capitalization of $31.77 billion. Aristotle Capital Global Equity Strategy stated the following regarding Cameco Corporation (NYSE:CCJ) in its second quarter 2025 investor letter: "Cameco Corporation (NYSE:CCJ), one of the world's largest uranium producers, was the biggest contributor during the quarter. The company continued to demonstrate the hallmarks of a high-quality business: a long-duration contract portfolio, disciplined capital allocation and resilience in the face of operational disruption. Despite a nearly 30% decline in uranium spot prices year-over year, Cameco reported higher average realized prices under its contracted sales—underscoring its pricing power and long term customer relationships. The company maintained stable operations despite a temporary production pause at the Inkai joint venture and wildfires in northern Saskatchewan. Meanwhile, management continued to deepen its exposure to the nuclear fuel cycle through its Westinghouse unit, which expands its reach into reactor services and fuels. With rising global interest in nuclear energy for energy security and decarbonization, Cameco's strong balance sheet, vertically integrated platform and ability to flex production volume (thereby controlling costs) remain important catalysts in our eyes." A close up of the reactor core, highlighting the complexity of the uranium power process. Cameco Corporation (NYSE:CCJ) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge fund portfolios held Cameco Corporation (NYSE:CCJ) at the end of the first quarter, which was 65 in the previous quarter. While we acknowledge the potential of Cameco Corporation (NYSE:CCJ) 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 Cameco Corporation (NYSE:CCJ) and shared the list of stocks Jim Cramer shed light on. 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.
Yahoo
02-08-2025
- Business
- Yahoo
Aristotle Capital's Global Equity Strategy Sold PayPal Holdings (PYPL) for a More Compelling Opportunity
Aristotle Capital Management, LLC, an investment management firm, released its 'Global Equity Strategy' investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. During the quarter, the global equity market surged, with the MSCI ACWI Index rising 11.53%. Aristotle Capital Global Equity Strategy returned 9.58% gross of fees (9.45% net of fees) in the second quarter, underperforming the MSCI ACWI Index's 11.53% return and the MSCI World Index's 11.47% return. Additionally, you can review the fund's top 5 holdings to see its best picks for 2025. In its second-quarter 2025 investor letter, Aristotle Capital Global Equity Strategy highlighted stocks such as PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a technology platform that enables digital payments. The one-month return of PayPal Holdings, Inc. (NASDAQ:PYPL) was -10.22%, and its shares gained 10.94% of their value over the last 52 weeks. On July 31, 2025, PayPal Holdings, Inc. (NASDAQ:PYPL) stock closed at $68.76 per share, with a market capitalization of $65.692 billion. Aristotle Capital Global Equity Strategy stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its second quarter 2025 investor letter: "During the quarter, we sold our positions in PayPal Holdings and Rational and invested in Capital One and Uber. We first invested in PayPal Holdings, Inc. (NASDAQ:PYPL), the online and mobile e-commerce payments company, in the third quarter of 2015. Over the past decade, we have admired PayPal's ability to expand its unique and hard-to-replicate dual-sided network, even amid intensifying competition. In 2023, Alex Chriss succeeded Dan Schulman as CEO and refocused the company on profitable growth by enhancing the checkout experience and deepening user engagement, rather than emphasizing top-line expansion. Partnerships with Apple, J.P. Morgan, Amazon and Shopify support this shift, embedding PayPal more deeply across digital commerce ecosystems. Mr. Chriss has also prioritized higher-margin branded checkout while phasing out select Braintree deals that were unprofitable or contributed little to earnings. Braintree primarily serves large enterprise clients—such as Uber, Airbnb and Live Nation—through unbranded, custom-priced processing agreements. While these actions have moderated near-term revenue growth, we view them as a more disciplined and sustainable approach to long-term value creation. That said, we remain concerned about PayPal's continued investment in its 'One Platform' strategy, which includes expanding into offline and omnichannel payments—a direction that has shown limited success to date. While we will continue monitoring Mr. Chriss's progress and the broader payments landscape, we ultimately determined PayPal was the most suitable candidate for sale in order to fund what we believe is a more compelling investment opportunity." A consumer in a cafe paying for goods using a mobile payment app. PayPal Holdings, Inc. (NASDAQ:PYPL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 92 hedge fund portfolios held PayPal Holdings, Inc. (NASDAQ:PYPL) at the end of the first quarter which was 94 in the previous quarter. While we acknowledge the potential of PayPal Holdings, Inc. (NASDAQ:PYPL) 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 PayPal Holdings, Inc. (NASDAQ:PYPL) and shared the list of stocks Jim Cramer recently talked about. 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
Yahoo
27-06-2025
- Business
- Yahoo
Significant Increase in Taiwan Semiconductor Manufacturing Co Ltd by iShares MSCI ACWI ex U.S. ETF
iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) recently submitted its N-PORT filing for the second quarter of 2025, offering a glimpse into its strategic investment decisions during this period. The ETF aims to replicate the performance of the MSCI ACWI ex USA Index, which includes large and mid-cap stocks from 22 developed markets (excluding the U.S.) and 27 emerging markets. This index represents approximately 85% of the global equity opportunity set outside the U.S., making it a comprehensive benchmark for international equities. iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) added a total of 27 stocks, among them: The most significant addition was Celestica Inc (TSX:CLS), with 25,541 shares, accounting for 0.04% of the portfolio and a total value of C$2,179,300. The second largest addition to the portfolio was Gulf Energy Development PCL (BKK:GULF), consisting of 1,074,006 shares, representing approximately 0.03% of the portfolio, with a total value of ?1,575,400. The third largest addition was Pidilite Industries Ltd (BOM:500331), with 34,692 shares, accounting for 0.02% of the portfolio and a total value of ?1,247,180. iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) also increased stakes in a total of 1,463 stocks, among them: The most notable increase was Taiwan Semiconductor Manufacturing Co Ltd (TPE:2330), with an additional 760,000 shares, bringing the total to 5,286,000 shares. This adjustment represents a significant 16.79% increase in share count, a 0.36% impact on the current portfolio, with a total value of NT$149,776,440. The second largest increase was Tencent Holdings Ltd (HKSE:00700), with an additional 191,400 shares, bringing the total to 1,390,900. This adjustment represents a significant 15.96% increase in share count, with a total value of HK$85,193,940. iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) completely exited 80 holdings in the second quarter of 2025, as detailed below: Mirvac Group (ASX:MGR): iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) sold all 733,904 shares, resulting in a -0.02% impact on the portfolio. Orica Ltd (ASX:ORI): iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) liquidated all 105,819 shares, causing a -0.02% impact on the portfolio. iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio) also reduced positions in 4 stocks. The most significant changes include: Reduced Korea Zinc Co Ltd (XKRX:010130) by 8,623 shares, resulting in a -90.77% decrease in shares and a -0.01% impact on the portfolio. The stock traded at an average price of ?777,750 during the quarter and has returned -6.60% over the past 3 months and -21.17% year-to-date. Reduced CGN Power Co Ltd (HKSE:01816) by 639,000 shares, resulting in a -25.53% reduction in shares and a -0.01% impact on the portfolio. The stock traded at an average price of HK$2.51 during the quarter and has returned 9.40% over the past 3 months and -1.73% year-to-date. At the end of the second quarter of 2025, iShares MSCI ACWI ex U.S. ETF (Trades, Portfolio)'s portfolio included 1,715 stocks. The top holdings included 2.5% in Taiwan Semiconductor Manufacturing Co Ltd (TPE:2330), 1.42% in Tencent Holdings Ltd (HKSE:00700), 1.1% in SAP SE (XTER:SAP), 1% in Nestle SA (XSWX:NESN), and 0.95% in ASML Holding NV (XAMS:ASML). The holdings are mainly concentrated in all 11 industries: Financial Services, Industrials, Technology, Consumer Cyclical, Healthcare, Consumer Defensive, Communication Services, Basic Materials, Energy, Utilities, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
Yahoo
12-06-2025
- Business
- Yahoo
Is Dodge & Cox Global Stock Fund (DODWX) a Strong Mutual Fund Pick Right Now?
Global - Equity fund seekers should consider taking a look at Dodge & Cox Global Stock Fund (DODWX). DODWX bears a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance. Zacks categorizes DODWX as Global - Equity, which is a segment packed with options. Global - Equity mutual funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. They also provide an investment technique that leverages the diverse nature of the global economy in the hopes of providing a stable return. Dodge & Cox is based in San Francisco, CA, and is the manager of DODWX. The Dodge & Cox Global Stock Fund made its debut in May of 2008 and DODWX has managed to accumulate roughly $9.98 billion in assets, as of the most recently available information. The fund is currently managed by a team of investment professionals. Investors naturally seek funds with strong performance. This fund in particular has delivered a 5-year annualized total return of 15.83%, and it sits in the top third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 9.45%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Over the past three years, DODWX's standard deviation comes in at 16.61%, compared to the category average of 15.12%. The fund's standard deviation over the past 5 years is 17.75% compared to the category average of 14.96%. This makes the fund more volatile than its peers over the past half-decade. Investors should not forget about beta, an important way to measure a mutual fund's risk compared to the market as a whole. DODWX has a 5-year beta of 0.86, which means it is likely to be less volatile than the market average. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. With a positive alpha of 2.18, managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal. In terms of fees, DODWX is a no load fund. It has an expense ratio of 0.62% compared to the category average of 0.96%. Looking at the fund from a cost perspective, DODWX is actually cheaper than its peers. This fund requires a minimum initial investment of $2,500, and each subsequent investment should be at least $100. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Dodge & Cox Global Stock Fund ( DODWX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Dodge & Cox Global Stock Fund ( DODWX ) looks like a good potential choice for investors right now. Don't stop here for your research on Global - Equity funds. We also have plenty more on our site in order to help you find the best possible fund for your portfolio. Make sure to check out for more information about the world of funds, and feel free to compare DODWX to its peers as well for additional information. And don't forget, Zacks has all of your needs covered on the equity side too! Make sure to check out for more information on our screening capabilities, Rank, and all our articles as well. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DODWX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
