Latest news with #SmallCapEquity
Yahoo
4 days ago
- Business
- Yahoo
Aristotle Small Cap Equity Strategy Sold Tronox (TROX) due to Increased Uncertainty
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with a risk-off environment from the previous quarter, but later regained momentum driven by broad-based elements. In the second quarter, the strategy delivered a return of 3.25% net of fees (3.41% gross of fees) underperforming the 8.50% total return of the Russell 2000 Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as Tronox Holdings plc (NYSE:TROX). Tronox Holdings plc (NYSE:TROX) is a vertically integrated TiO2 pigment manufacturer. The one-month return of Tronox Holdings plc (NYSE:TROX) was 3.91%, and its shares lost 62.97% of their value over the last 52 weeks. On July 23, 2025, Tronox Holdings plc (NYSE:TROX) stock closed at $5.85 per share, with a market capitalization of $927.003 million. Aristotle Capital Small Cap Equity Strategy stated the following regarding Tronox Holdings plc (NYSE:TROX) in its second quarter 2025 investor letter: "Tronox Holdings plc (NYSE:TROX), a leading global manufacturer of titanium dioxide (TiO2) pigment, a key ingredient in paint, plastics and a variety of other industrial applications. We believe the company is well positioned to benefit from increased production volumes and product pricing driven by improving global economic conditions. However, an increasingly uncertain economic outlook as a result of the threat of increased global tariffs pushed out the expected demand recovery combined with a cyclically driven stressed balance sheet caused us to exit the position." A close-up look at specialized machinery grinding up titanium dioxide pigment into ultrafine particles used as a colorant in paints, coatings, plastics, and paper. Tronox Holdings plc (NYSE:TROX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge fund portfolios held Tronox Holdings plc (NYSE:TROX) at the end of the first quarter, which was 21 in the previous quarter. While we acknowledge the potential of Tronox Holdings plc (NYSE:TROX) 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 previous article, we discussed Tronox Holdings plc (NYSE:TROX) and shared that J.P. Morgan analyst Jeffrey Zekauskas upgraded his ratings from Neutral to Overweight. 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
6 days ago
- Business
- Yahoo
Weak Demand Affected Monro's (MNRO) Profitability in Q2
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with a risk-off environment from the previous quarter, but later regained momentum driven by broad-based elements. In the second quarter, the strategy delivered a return of 3.25% net of fees (3.41% gross of fees) underperforming the 8.50% total return of the Russell 2000 Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as Monro, Inc. (NASDAQ:MNRO). Headquartered in Rochester, New York, Monro, Inc. (NASDAQ:MNRO) offers automotive undercar repair, and tire sales and services. The one-month return of Monro, Inc. (NASDAQ:MNRO) was 21.36%, and its shares lost 31.11% of their value over the last 52 weeks. On July 22, 2025, Monro, Inc. (NASDAQ:MNRO) stock closed at $16.65 per share, with a market capitalization of $499.024 million. Aristotle Capital Small Cap Equity Strategy stated the following regarding Monro, Inc. (NASDAQ:MNRO) in its second quarter 2025 investor letter: "Monro, Inc. (NASDAQ:MNRO), operates a chain of approximately 1,200 automotive repair and tire retail stores. Ongoing weak demand had weighed on the company's profitability for longer than anticipated and with expectations for continued economic pressures for their core low-income customers, we decided to exit the position." A car in a service bay being inspected by a technician for a routine maintenance service. Monro, Inc. (NASDAQ:MNRO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held Monro, Inc. (NASDAQ:MNRO) at the end of the first quarter, which was 21 in the previous quarter. In the fiscal fourth quarter of 2024, Monro, Inc.'s (NASDAQ:MNRO) sales decreased 4.9% to $295 million. While we acknowledge the potential of Monro, Inc. (NASDAQ:MNRO) 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 Monro, Inc. (NASDAQ:MNRO) and shared the list of underperforming stocks targeted by short sellers. 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
6 days ago
- Business
- Yahoo
Here's Why Aristotle Small Cap Equity Strategy Sold Berkshire Hills Bancorp (BHLB)
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with a risk-off environment from the previous quarter, but later regained momentum driven by broad-based elements. In the second quarter, the strategy delivered a return of 3.25% net of fees (3.41% gross of fees) underperforming the 8.50% total return of the Russell 2000 Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as Berkshire Hills Bancorp, Inc. (NYSE:BHLB). Berkshire Hills Bancorp, Inc. (NYSE:BHLB) is a bank holding company for Berkshire Bank. The one-month return of Berkshire Hills Bancorp, Inc. (NYSE:BHLB) was 7.26%, and its shares lost 3.33% of their value over the last 52 weeks. On July 22, 2025, Berkshire Hills Bancorp, Inc. (NYSE:BHLB) stock closed at $26.43 per share, with a market capitalization of $1.224 billion. Aristotle Capital Small Cap Equity Strategy stated the following regarding Berkshire Hills Bancorp, Inc. (NYSE:BHLB) in its second quarter 2025 investor letter: "Berkshire Hills Bancorp, Inc. (NYSE:BHLB), is a regional bank primarily serving the NY and New England area. The company announced a merger of equals with Brookline Bancorp. After re-underwriting the combined organization, we chose to exit our position as we were not comfortable with the new management team, nor with the significantly increased loan to deposit ratio." Close up of a smart-phone displaying a bank's online banking platform. Berkshire Hills Bancorp, Inc. (NYSE:BHLB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held Berkshire Hills Bancorp, Inc. (NYSE:BHLB) at the end of the first quarter, which was 28 in the previous quarter. While we acknowledge the potential of Berkshire Hills Bancorp, Inc. (NYSE:BHLB) 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 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
6 days ago
- Business
- Yahoo
Should You Invest in The Scotts Miracle-Gro Company (SMG)?
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with a risk-off environment from the previous quarter, but later regained momentum driven by broad-based elements. In the second quarter, the strategy delivered a return of 3.25% net of fees (3.41% gross of fees) underperforming the 8.50% total return of the Russell 2000 Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as The Scotts Miracle-Gro Company (NYSE:SMG). The Scotts Miracle-Gro Company (NYSE:SMG) manufactures and markets products for lawn, garden care, and indoor and hydroponic gardening. The one-month return of The Scotts Miracle-Gro Company (NYSE:SMG) was 6.83%, and its shares gained 3.09% of their value over the last 52 weeks. On July 22, 2025, The Scotts Miracle-Gro Company (NYSE:SMG) stock closed at $68.70 per share, with a market capitalization of $3.965 billion. Aristotle Capital Small Cap Equity Strategy stated the following regarding The Scotts Miracle-Gro Company (NYSE:SMG) in its second quarter 2025 investor letter: "The Scotts Miracle-Gro Company (NYSE:SMG), is a leading manufacturer of branded consumer lawn and garden products in North America. After benefitting from increased demand during the COVID lockdown years, the company experienced several years of below normal growth. As demand has begun to normalize to pre-COVID levels and the company unwinds a poorly executed diversification strategy, shareholder value is expected to be enhanced through margin expansion, balance sheet deleveraging." A farmer standing in a lush field of vegetables that has been enhanced by the company's hydroponic products. The Scotts Miracle-Gro Company (NYSE:SMG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held The Scotts Miracle-Gro Company (NYSE:SMG) at the end of the first quarter, which was 33 in the previous quarter. In the fiscal second quarter of 2025, The Scotts Miracle-Gro Company (NYSE:SMG) reported net sales of $1.42 billion compared to $1.53 billion a year ago. While we acknowledge the potential of The Scotts Miracle-Gro Company (NYSE:SMG) 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 The Scotts Miracle-Gro Company (NYSE:SMG) and the list of best fertilizer stocks to buy according to hedge funds. 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
6 days ago
- Business
- Yahoo
Here's How Interparfums (IPAR) Will Be Able to Enhance Customer Value
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with a risk-off environment from the previous quarter, but later regained momentum driven by broad-based elements. In the second quarter, the strategy delivered a return of 3.25% net of fees (3.41% gross of fees) underperforming the 8.50% total return of the Russell 2000 Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as Inter Parfums, Inc. (NASDAQ:IPAR). Headquartered in New York, New York, Inter Parfums, Inc. (NASDAQ:IPAR) engages in the manufacturing and distribution of a range of fragrances and fragrance-related products. The one-month return of Interparfums, Inc. (NASDAQ:IPAR) was -0.35%, and its shares lost 1.95% of their value over the last 52 weeks. On July 22, 2025, Interparfums, Inc. (NASDAQ:IPAR) stock closed at $132.65 per share, with a market capitalization of $4.26 billion. Aristotle Capital Small Cap Equity Strategy stated the following regarding Interparfums, Inc. (NASDAQ:IPAR) in its second quarter 2025 investor letter: "Interparfums, Inc. (NASDAQ:IPAR), is a global manufacturer, marketer and distributor of fragrance products in the United States and Europe. The company focuses on the prestige fragrance market and has licensing deals with brands such as Jimmy Choo, Coach, Lacoste, Guess and DKNY, to name a few. We believe the company is well positioned to capitalize on the increased demand for fragrances in the US, China and amongst younger consumers. This secular trend coupled with continued new product innovation and the potential for additional licensing partnerships are expected to enhance shareholder value over the next several years." A shelf of luxurious perfumes in an upmarket department store surrounded by satisfied customers. Interparfums, Inc. (NASDAQ:IPAR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 17 hedge fund portfolios held Interparfums, Inc. (NASDAQ:IPAR) at the end of the first quarter, which was 18 in the previous quarter. In Q1 2025, Interparfums, Inc. (NASDAQ:IPAR) delivered net sales of $339 million, a 5% increase from Q1 2024. While we acknowledge the potential of Interparfums, Inc. (NASDAQ:IPAR) 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 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
