Latest news with #SmallCapStrategy
Yahoo
29-07-2025
- Business
- Yahoo
Gates Industrial Corporation Plc (GTES) Surged on a Demand Uptick in Automotive Replacement
The London Company, an investment management company, released 'The London Company Small Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a significant downturn in the first quarter, U.S. equities saw a double-digit rise in the second quarter. The small-cap portfolio appreciated 2.7% (2.4% net) in the second quarter, lagging behind the Russell 2000 Index's 8.5% gain. Sector allocation contributed to the relative performance, while stock selection was a headwind. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company Small Cap Strategy highlighted stocks such as Gates Industrial Corporation plc (NYSE:GTES). Gates Industrial Corporation plc (NYSE:GTES) manufactures and distributes engineered power transmission and fluid power solutions. The one-month return of Gates Industrial Corporation plc (NYSE:GTES) was 8.04%, and its shares gained 42.47% of their value over the last 52 weeks. On July 28, 2025, Gates Industrial Corporation plc (NYSE:GTES) stock closed at $25.26 per share with a market capitalization of $6.511 billion. The London Company Small Cap Strategy stated the following regarding Gates Industrial Corporation plc (NYSE:GTES) in its second quarter 2025 investor letter: "Gates Industrial Corporation plc (NYSE:GTES) – GTES was a top performer after delivering a strong quarter, driven by robust automotive replacement demand despite tariff challenges. Management reaffirmed guidance, leveraging pricing power and operational efficiencies to offset tariff costs. The stable replacement channel and margin gains from cost reductions and footprint optimization enhanced performance. We remain attracted to its strong margin profile, and low capital needs continue to drive robust free cash flow. Management's disciplined capital allocation, balancing buybacks and deleveraging, enhances long-term shareholder value." A factory worker in a safety vest tightening a V-belt on a power transmission assembly. Gates Industrial Corporation plc (NYSE:GTES) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Gates Industrial Corporation plc (NYSE:GTES) at the end of the first quarter, which was 39 in the previous quarter. In the first quarter, Gates Industrial Corporation plc (NYSE:GTES) reported 848 million in total sales, representing a core growth of 1.4%. While we acknowledge the potential of Gates Industrial Corporation plc (NYSE:GTES) 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 Gates Industrial Corporation plc (NYSE:GTES) and shared Heartland Value Plus Fund's views on the company in the previous quarter. 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
29-07-2025
- Business
- Yahoo
Should You Expect a Demand Recovery for Matson (MATX)?
The London Company, an investment management company, released 'The London Company Small Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a significant downturn in the first quarter, U.S. equities saw a double-digit rise in the second quarter. The small-cap portfolio appreciated 2.7% (2.4% net) in the second quarter, lagging behind the Russell 2000 Index's 8.5% gain. Sector allocation contributed to the relative performance, while stock selection was a headwind. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company Small Cap Strategy highlighted stocks such as Matson, Inc. (NYSE:MATX). Matson, Inc. (NYSE:MATX) provides ocean transportation and logistics services. The one-month return of Matson, Inc. (NYSE:MATX) was -5.68%, and its shares lost 18.35% of their value over the last 52 weeks. On July 28, 2025, Matson, Inc. (NYSE:MATX) stock closed at $107.92 per share, with a market capitalization of $3.523 billion. The London Company Small Cap Strategy stated the following regarding Matson, Inc. (NYSE:MATX) in its second quarter 2025 investor letter: "Matson, Inc. (NYSE:MATX) – MATX was a bottom name due to concerns around tariff-related uncertainties impacting China. Markets that are protected by the Jones Act, which form the majority of its business, remain stable and offer a buffer against tariff-related uncertainties in China. Management is focused on maintaining reliable, on-time shipping, expecting a demand recovery as inventories dwindle." A processional line of imposing cargo ships in a large port, capturing the scope of the company's ocean transportation business. Matson, Inc. (NYSE:MATX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge fund portfolios held Matson, Inc. (NYSE:MATX) at the end of the first quarter, which was 36 in the previous quarter. In Q1 2025, Matson, Inc. (NYSE:MATX) reported a remarkable year-over-year net income growth of 100.3%, reaching $72.3 million, with diluted earnings per share increasing 109.6% to $2.18. While we acknowledge the potential of Matson, Inc. (NYSE:MATX) 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 Matson, Inc. (NYSE:MATX) and shared the list of best shipping and container 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.
Yahoo
29-07-2025
- Business
- Yahoo
ACI Worldwide (ACIW) Slid on Investors' Concerns Over Unchanged Guidance
The London Company, an investment management company, released 'The London Company Small Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a significant downturn in the first quarter, U.S. equities saw a double-digit rise in the second quarter. The small-cap portfolio appreciated 2.7% (2.4% net) in the second quarter, lagging behind the Russell 2000 Index's 8.5% gain. Sector allocation contributed to the relative performance, while stock selection was a headwind. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company Small Cap Strategy highlighted stocks such as ACI Worldwide, Inc. (NASDAQ:ACIW). ACI Worldwide, Inc. (NASDAQ:ACIW) is a software company that develops, installs, and supports a wide range of software products and solutions to facilitate digital payments. The one-month return of ACI Worldwide, Inc. (NASDAQ:ACIW) was -3.09%, and its shares gained 4.07% of their value over the last 52 weeks. On July 28, 2025, ACI Worldwide, Inc. (NASDAQ:ACIW) stock closed at $44.52 per share, with a market capitalization of $4.67 billion. The London Company Small Cap Strategy stated the following regarding ACI Worldwide, Inc. (NASDAQ:ACIW) in its second quarter 2025 investor letter: "ACI Worldwide, Inc. (NASDAQ:ACIW) – ACIW was a bottom performer due to investor disappointment over unchanged guidance, despite robust results. The company's stable business, underpinned by a high proportion of recurring revenues and nearly a year of revenue visibility from its contracted backlog, supports our positive outlook. Sustained organic growth and insider buying by the CEO during the stock pullback reinforce confidence in ACIW's long-term potential." A businesswoman using a digital tablet, making a payment using the company's payment processing technology. ACI Worldwide, Inc. (NASDAQ:ACIW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held ACI Worldwide, Inc. (NASDAQ:ACIW) at the end of the first quarter, which was 35 in the previous quarter. While we acknowledge the potential of ACI Worldwide, Inc. (NASDAQ:ACIW) 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 ACI Worldwide, Inc. (NASDAQ:ACIW) and shared the list of Aristotle Capital Small Cap Equity Strategy's views on the company. 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
30-06-2025
- Business
- Yahoo
Limoneira Company (LMNR): Underperformed in Q1 2025 Amid Strategic Shift to Internal Growth
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q1 2025 investor letter. A copy of the letter can be downloaded here. The Small Cap Core Strategy outperformed the Russell 2000 in Q1 2025, driven by strong stock selection and sector allocation. Within this strategy, the firm focuses on bottom-up fundamental research rather than making top-down macroeconomic bets. While much of the market discourse today is centered on tariffs and U.S. fiscal policy, the firm's focus remains on identifying high-quality companies. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Riverwater Partners Small Cap Strategy highlighted stocks such as Limoneira Company (NASDAQ:LMNR). Limoneira Company (NASDAQ:LMNR) is an agribusiness and real estate development company. The one-month return of Limoneira Company (NASDAQ:LMNR) was -0.38%, and its shares lost 22.06% of their value over the last 52 weeks. On June 26, 2025, Limoneira Company (NASDAQ:LMNR) stock closed at $15.86 per share, with a market capitalization of $286.574 million. Riverwater Partners Small Cap Strategy stated the following regarding Limoneira Company (NASDAQ:LMNR) in its Q1 2025 investor letter: "Limoneira Company (NASDAQ:LMNR) was our top detractor and underperformed in the first quarter of 2025, primarily due to the conclusion of its strategic review during this period, opting to focus on internal growth initiatives rather than pursuing external alternatives. This decision, while aimed at long-term value creation, may have contributed to short-term investor uncertainty, impacting stock performance. In short, our thesis remains that the company's assets currently trade at less than half of their true private market value. This is supported by the fact that management's strategy to increase cash flows and returns on capital is sound, focusing on: Converting lemon acreage to avocados which are 5 times more profitable per acre • Monetizing land and water rights • Optimizing existing lemon acreage to improve cash flow stability and lessen market volatility." A team of packing house workers packaging specialty citrus for customer orders. .Limoneira Company (NASDAQ:LMNR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 6 hedge fund portfolios held Limoneira Company (NASDAQ:LMNR) at the end of the first quarter, which was 5 in the previous quarter. In the second quarter of fiscal year 2025, Limoneira Company (NASDAQ:LMNR) reported total net revenue of $35.1 million, compared to $44.6 million in the same quarter of the previous fiscal year. While we acknowledge the potential of Limoneira Company (NASDAQ:LMNR) 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. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of LMNR 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. 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
30-06-2025
- Business
- Yahoo
Here's Riverwater Partners Small Cap Strategy's Investment Thesis for Bowhead Specialty Holdings (BOW)
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q1 2025 investor letter. A copy of the letter can be downloaded here. The Small Cap Core Strategy outperformed the Russell 2000 in Q1 2025, driven by strong stock selection and sector allocation. Within this strategy, the firm focuses on bottom-up fundamental research rather than making top-down macroeconomic bets. While much of the market discourse today is centered on tariffs and U.S. fiscal policy, the firm's focus remains on identifying high-quality companies. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Riverwater Partners Small Cap Strategy highlighted stocks such as Bowhead Specialty Holdings Inc. (NYSE:BOW). Bowhead Specialty Holdings Inc. (NYSE:BOW) is a specialty property and casualty insurance products provider. The one-month return of Bowhead Specialty Holdings Inc. (NYSE:BOW) was -0.85%, and its shares gained 48.57% of their value over the last 52 weeks. On June 27, 2025, Bowhead Specialty Holdings Inc. (NYSE:BOW) stock closed at $37.29 per share, with a market capitalization of $1.222 billion. Riverwater Partners Small Cap Strategy stated the following regarding Bowhead Specialty Holdings Inc. (NYSE:BOW) in its Q1 2025 investor letter: "Our interest in Bowhead Specialty Holdings Inc. (NYSE:BOW) stems from its strategic positioning in the attractive specialty insurance market, particularly within the Excess and Surplus (E&S) space. Their business model balances a "craft" approach for complex, individual risks with the newly launched "flow" business, Baleen, which targets smaller, hard-to-place risks using a tech-enabled platform. Critically, Bowhead leverages its strategic partnership with American Family (AmFam), utilizing AmFam's "A" rating, to help grow. An insurance agent at their desk consulting a customer about property & casualty insurance. Bowhead Specialty Holdings Inc. (NYSE:BOW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held Bowhead Specialty Holdings Inc. (NYSE:BOW) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of Bowhead Specialty Holdings Inc. (NYSE:BOW) 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. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Bowhead Specialty Holdings Inc. (NYSE:BOW) and shared Wasatch Micro-Cap Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of BOW 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. 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 while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
