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Business Wire
24-07-2025
- Business
- Business Wire
Morgan Stanley Wealth Management Delivers New Tool to Help Clients Tackle Single Stock Risk
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management's Global Investment Office (GIO) has launched the Equity Vulnerability Score, a proprietary tool that can help clients and the Financial Advisors who serve them measure and rank the susceptibility of US stocks to potential future drops in value. As a risk management tool, this can help provide important insights for investors—especially those who hold concentrated equity positions, which Morgan Stanley defines as five or fewer stocks making up more than 30% of the risk in a portfolio. Concentrated equity positions often occur naturally for company founders, those who receive equity compensation, and early investors. As these positions grow over time, they can unwittingly expose the investor to underperformance, higher volatility and material drawdowns—when a stock begins to decline from its peak and can drag the rest of the investor's portfolio down with it. Looking historically, the GIO found that among the individual stocks contained in the Russell 1000 Index, a stock market index that represents the 1000 top companies by market capitalization in the United States: Individual stocks were more than twice as volatile as the index itself (37% v. 15%) since 2014 The average stock's maximum drawdown was twice as large as the index's (approximately 50% vs. 25%) Most individual stocks tend to underperform the index on any forward-looking basis, with the median underperformance clocking in at -2.6% per year Most stocks that outperformed the index over five years went on to then underperform in the following five years1 The Equity Vulnerability Score can help flag the likelihood that a stock may soon drop in value, and can also be used to complement Morgan Stanley's existing Tactical Equity Framework, which helps identify short-term opportunities to seek overall stronger performance. 'As a leader in both equity compensation and in providing guidance to founders, early-stage investors, and executives of publicly traded companies, we see this is a significant and often overlooked challenge for many of the clients our Advisors serve,' said Steve Edwards, Senior Investment Strategist, Morgan Stanley Wealth Management. 'And while it is natural to have an emotional attachment to a stock that you've watched grow over time, it can also pose an outsized risk. Morgan Stanley Wealth Management has been unwavering in helping to address this issue, and the vulnerability score puts another arrow in our quiver to continue to do just that.' The Equity Vulnerability Score draws from a broad range of indicators proven to have a strong correlation with the negative returns brought on by drawdowns, in three main categories: Financial Stability – Looks at the stability of a company's finances by comparing key metrics such as earnings or revenue, as well as how much those numbers fluctuate over time. Fundamental Momentum – Checks whether a company's important financial numbers are improving or declining, using key gauges of profitability, quality, and value. Volatility and Tail Risk – Measures recent stock price moves, focusing on large drops and trading activity. For more information, please find the following report: Global Investment Committee Special Report: Confronting the Concentrated Equity Challenge and Measuring Drawdown Vulnerability. See also: About Morgan Stanley Wealth Management Morgan Stanley Wealth Management is a leading financial services firm that provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services. About Morgan Stanley Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit A decline in the value of the investments held in a concentrated portfolio of a limited number of securities would cause the portfolio's overall value to decline to a greater degree than that of a less concentrated portfolio. Morgan Stanley's Equity Vulnerability Score is a quantitative factor-based ranking of US stocks' relative vulnerability to future drawdowns. To compute the Equity Vulnerability Score, a set of three differentiated factor categories were selected: (1) the Financial Stability category, (2) the Fundamental Momentum category, and (3) the Volatility and Tail Risk category. After combining the scores for the underlying indicators therein to derive the three categories-level scores, the categories' conclusions are then blended into the overall Equity Vulnerability Score. Consistent with Morgan Stanley's Tactical Equity Framework, the Equity Vulnerability Score relied primarily on FactSet's Quant Factor Library (QFL) dataset. © 2025 Morgan Stanley Smith Barney LLC. Member SIPC _________________________ 1 As of December 31, 2024. Source: Morgan Stanley Global Investment Committee Special Report: Confronting the Concentrated Equity Challenge and Measuring Drawdown Vulnerability Expand
Business Wire
17-07-2025
- Business
- Business Wire
CACI Schedules Conference Call to Discuss Fourth Quarter and Full Fiscal Year 2025 Results, and to Provide Fiscal Year 2026 Guidance
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) will release its financial results for the fourth quarter and full fiscal year (FY) 2025 after the market closes on Aug. 6, 2025. CACI will also issue detailed FY 2026 guidance at the same time. The company will host a conference call the next morning, Aug. 7, at 8:00 a.m. Eastern time, during which CACI's executive leaders will discuss the results and guidance, followed by a question-and-answer session. You can listen to the call and view the accompanying exhibits on CACI's Investor Relations site. A replay of the call will be posted and made available on for one year following the event. About CACI At CACI International Inc (NYSE: CACI), our 25,000 talented and dynamic employees are ever vigilant in delivering distinctive expertise and differentiated technology to meet our customers' greatest challenges in national security. We are a company of good character, relentless innovation, and long-standing excellence. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™ list of largest companies, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at There are statements made herein which do not address historical facts, and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI's Annual Report on Form 10-K for the fiscal year ended June 30, 2024, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
Yahoo
11-07-2025
- Business
- Yahoo
Meta Platforms (META) Surpassed Investor Expectations in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its 'Mar Vista U.S. Quality Premier Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a remarkable note, with U.S. stocks bouncing back from earlier volatility to reach new record highs. The S&P 500® Index and the Nasdaq Composite led the recovery, both ending the second quarter at all-time peaks. In the second quarter, the strategy returned +14.29% net of fees, compared to +11.10% and +10.94% returns for the Russell 1000 Index and the S&P 500 Index, respectively. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Mar Vista U.S. Quality Premier Strategy highlighted stocks such as Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META) is a technology company that develops products to connect people. The one-month return of Meta Platforms, Inc. (NASDAQ:META) was 6.50%, and its shares gained 45.78% of their value over the last 52 weeks. On July 9, 2025, Meta Platforms, Inc. (NASDAQ:META) stock closed at $727.24 per share, with a market capitalization of $1.829 trillion. Mar Vista U.S. Quality Premier Strategy stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its second quarter 2025 investor letter: "Meta Platforms, Inc. (NASDAQ:META) significantly outperformed investor expectations last quarter, showcasing robust operational and financial health. The company's strength in advertising propelled revenue up 16% year over-year, while earnings per share surged by a remarkable 37%. Meta Platforms, Inc. (NASDAQ:META) is in third position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 273 hedge fund portfolios held Meta Platforms, Inc. (NASDAQ:META) at the end of the first quarter, which was 262 in the previous quarter. In Q1 2025, Meta Platforms, Inc. (NASDAQ:META) reported revenue of $42.3 billion, up 16% from Q1 2024. While we acknowledge the potential of OKE 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 Meta Platforms, Inc. (NASDAQ:META) and shared the list of AI stocks making waves on Wall Street. 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
11-07-2025
- Business
- Yahoo
Here's Why Berkshire Hathaway Declined 9% in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its 'Mar Vista U.S. Quality Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a remarkable note, with U.S. stocks bouncing back from earlier volatility to reach new record highs. The S&P 500® Index and the Nasdaq Composite led the recovery, both ending the second quarter at all-time peaks. In the second quarter, the strategy returned +12.40% net of fees, compared to +11.10% and +10.94% returns for the Russell 1000 Index and the S&P 500 Index, respectively. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Mar Vista U.S. Quality Strategy highlighted stocks such as Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages in the insurance, freight rail transportation, and utility businesses. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was -1.90%, and its shares gained 12.68% of their value over the last 52 weeks. On July 10, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $478.27 per share, with a market capitalization of $1.03 trillion. Mar Vista U.S. Quality Strategy stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its second quarter 2025 investor letter: "Despite hitting all-time highs early in the second quarter, Berkshire Hathaway Inc.'s (NYSE:BRK-B) stock declined 9% for the three-month period. Warren Buffett's surprise announcement at the company's shareholder meeting that he would retire at year-end marked the beginning of the stock sell-off. Berkshire was built intentionally to outlast Mr. Buffett so the formal announcement of his retirement doesn't change our perspective on the business. While there may be subtle changes, we expect Greg Abel will maintain Berkshire's core investment and capital allocation principles. The new CEO will have substantial dry powder to deploy with almost $340 billion in cash and an additional $40b in annual free cash flow. We would expect Mr. Abel to instill a material dividend policy to provide an outlet for excess cash. Stock repurchases are likely to remain opportunistic depending on Berkshire's stock valuation relative to his and the Board's estimate of fair value. Berkshire's ability to deploy capital at the most opportune times, when valuations are cheap and capital is scarce, will remain an important feature with or without Buffett." A team of insurance professionals in a boardroom overlooking a city skyline. Berkshire Hathaway Inc. (NYSE:BRK-B) is in 15th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 125 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the first quarter, which was 131 in the previous quarter. While we acknowledge the potential of BRK-B 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 Berkshire Hathaway Inc. (NYSE:BRK-B) and shared the list of stocks Jim Cramer recently discussed. 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
02-07-2025
- Business
- Yahoo
AST SpaceMobile (ASTS) Declines on Profit-Taking
AST SpaceMobile, Inc. (NASDAQ:ASTS) is one of the . AST SpaceMobile dropped its share prices by 5.33 percent on Monday to close at $46.73 apiece as investors resorted to profit-taking following its surge to a record high last week. On Tuesday last week, AST SpaceMobile, Inc. (NASDAQ:ASTS) jumped to a new high of $54.05 as investors scooped up shares ahead of its official inclusion in the Russell 1000 index, which took effect after the market closed on Friday. The Russell 1000 Index tracks the largest 1,000 US companies by market capitalization. It is widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. 'Joining the Russell 1000 Index marks another important milestone as we work to deliver on our mission of eliminating coverage gaps and bringing cellular broadband connectivity directly to the mobile devices of the billions of people who remain unconnected,' said AST SpaceMobile, Inc. (NASDAQ:ASTS) CFO Andrew Johnson. An aerial view of a communications satellite in orbit, beaming its signal down to Earth. 'This inclusion will expand our visibility among investors as we continue to advance our technology, scale operations, and execute against our global growth plans,' he added. While we acknowledge the potential of ASTS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
