Latest news with #valuefund
Yahoo
2 days ago
- Business
- Yahoo
Here's What Lifted REV Group (REVG) in Q2
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 8.60% compared to a 4.97% return for the Russell 2000 Value Index. Moreover, the Fund returned 5.87% YTD, compared to -3.16% for the index. Additionally, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second-quarter 2025 investor letter, FPA Queens Road Small Cap Value Fund highlighted stocks such as REV Group, Inc. (NYSE:REVG). REV Group, Inc. (NYSE:REVG) manufactures and supplies specialty vehicles and related aftermarket parts and services. The one-month return of REV Group, Inc. (NYSE:REVG) was 13.50%, and its shares gained 76.37% of their value over the last 52 weeks. On August 15, 2025, REV Group, Inc. (NYSE:REVG) stock closed at $52.31 per share, with a market capitalization of $2.553 billion. FPA Queens Road Small Cap Value Fund stated the following regarding REV Group, Inc. (NYSE:REVG) in its second quarter 2025 investor letter: "REV Group, Inc. (NYSE:REVG) is a specialty vehicle manufacturer. Most of the company's value is in its municipal business where REV Group makes fire trucks and ambulances. REV Group has been reporting significant backlog and pricing growth in concert with Pierce Manufacturing (owned by Osh Kosh (OSK), another Fund holding), their primary competitor in the fire truck business. CEO Mark Skonieczny has led a significant operational restructuring, sold off the less profitable bus business and used the proceeds to buy back stock at attractive prices. The stock price has followed improving results and has performed well." A technician installing a replacement part on a specialty vehicle, surrounded by a team of professionals. REV Group, Inc. (NYSE:REVG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held REV Group, Inc. (NYSE:REVG) at the end of the first quarter, which was 23 in the previous quarter. In the second quarter, REV Group, Inc. (NYSE:REVG) generated net sales of $629.1 million, compared to $616.9 million in Q2 2024. While we acknowledge the potential of REV Group, Inc. (NYSE:REVG) 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 REV Group, Inc. (NYSE:REVG) and shared FPA Queens Road Small Cap Value 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.
Yahoo
06-08-2025
- Business
- Yahoo
3 Must-Have Small-Cap Value Mutual Funds for 2025
A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk appetite tend to buy these funds. Small-cap funds generally invest in companies having a market cap of less than $2 billion. The companies, smaller in size, have growth potential and are likely to see an increase in market capitalization. Value stocks are those that trade at a price lower than their fundamentals (i.e., earnings, book value, debt equity). It is a common practice to invest in value funds for income or yield. However, not all value funds comprise only those companies that primarily use their earnings to pay out dividends. Investors interested in picking value funds for yield should check the mutual fund yield, which is the total dividend payout divided by the value of the mutual fund's shares. Below, we share with you three top-ranked small-cap value mutual funds, namely, DFA US Small Cap Value DFSVX, Sterling Capital Behavioral Small Cap Value Equity SPSAX and Vericimetry US Small Cap Value VYSVX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Small Cap Value mutual funds. DFA US Small Cap Value seeks long-term capital appreciation by investing in securities of small-cap U.S. companies. DFSVX advisors also invest in value stocks and securities having a high book value compared to their market value. DFA US Small Cap Value has three-year annualized returns of 11.6%. DFSVX has an expense ratio of 0.31%. Sterling Capital Behavioral Small Cap Value Equity seeks a long-term total return on investment. SPSAX invests in small-cap companies, defining them as firms with market capitalizations within the range of those companies on the Russell 2000 Index at the time of purchase. Sterling Capital Behavioral Small Cap Value Equity has three-year annualized returns of 10.3%. As of March 2025, SPSAX held 245 issues, with 1.1% of its assets invested in Jackson Financial. Vericimetry US Small Cap Value invests most of its assets in the common stock of domestic small-cap value companies at the time of purchase. VYSVX advisors invest in companies based on a market-cap-weighted approach to determine the target weights of U.S. small-cap value stocks. Vericimetry US Small Cap Value has three-year annualized returns of 11%. Mendel Fygenson has been one of the fund managers of VYSVX since September 2014. To view the Zacks Rank and the past performance of all small-cap value mutual funds, investors can click here to see the complete list of small cap value mutual funds. Want key mutual fund info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds 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 (DFSVX): Fund Analysis Report Get Your Free (SPSAX): Fund Analysis Report Get Your Free (VYSVX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
30-07-2025
- Business
- Yahoo
Here's What Affected NOV's (NOV) Sales and Profitability
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Large Cap Disciplined Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 rose 10.9% in Q2 2025, despite recent volatility. After the "liberation day' tariff announcement on April 2, the index plunged over 12% in four days. The market rebounded from this low, nearly +25% over the next ~11 weeks, to finish the quarter at an all-time high. In this environment, the fund performed in line with the Russell 1000 Value Index and returned 3.37% vs. 3.79% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as NOV Inc. (NYSE:NOV). NOV Inc. (NYSE:NOV) provides solutions for oil and gas drilling and production, and industrial and renewable energy sectors. The one-month return of NOV Inc. (NYSE:NOV) was -1.29%, and its shares lost 37.42% of their value over the last 52 weeks. On July 29, 2025, NOV Inc. (NYSE:NOV) stock closed at $13.03 per share, with a market capitalization of $4.896 billion. Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding NOV Inc. (NYSE:NOV) in its second quarter 2025 investor letter: "NOV Inc. (NYSE:NOV) is a leading diversified provider of oilfield capital equipment, consumables and services. The downturn in energy prices has reduced oilfield activity below sustainable levels, hurting NOV's sales and profitability. As activity rebounds, the majority of NOV's product lines should experience increases in volumes and pricing, while longer-term, the earnings power of Rig Aftermarket business should also improve given a large installed base. A newbuild rig cycle – whether onshore or offshore – would provide upside to our normal estimates." An engineer inspecting a complete set of oil and gas components. NOV Inc. (NYSE:NOV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held NOV Inc. (NYSE:NOV) at the end of the first quarter, which was 34 in the previous quarter. While we acknowledge the potential of NOV Inc. (NYSE:NOV) 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 NOV Inc. (NYSE:NOV) and shared the list of most undervalued stocks to invest in for under $20. 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
02-07-2025
- Business
- Yahoo
WPP (WPP) Slid on Weaker-Than-Expected Results
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Global Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, the MSCI World Index decreased by 1.8%, driven by the decline of mega-cap growth stocks. The Magnificent Seven represented over 22% of the MSCI World Index in the quarter, collectively experiencing a decline of 14%. The Hotchkis & Wiley Global Value Fund returned 5.96% in the quarter, outperforming the MSCI World Value Index's 4.81% return. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Hotchkis & Wiley Global Value Fund highlighted stocks such as WPP plc (NYSE:WPP). WPP plc (NYSE:WPP) is a creative transformation company that offers communications, experience, commerce, and technology services. The one-month return of WPP plc (NYSE:WPP) was -8.28%, and its shares lost 23.15% of their value over the last 52 weeks. On July 1, 2025, WPP plc (NYSE:WPP) stock closed at $35.88 per share, with a market capitalization of $7.741 billion. Hotchkis & Wiley Global Value Fund stated the following regarding WPP plc (NYSE:WPP) in its Q1 2025 investor letter: "WPP plc (NYSE:WPP) is a large ad agency holding company. WPP's stock price came under pressure following weaker-than expected Q424 earnings results. The company trades at a low multiple of consensus earnings with a good balance sheet, we believe WPP can deliver near mid-teens returns from the combination of capital return and capital-free organic growth." A media buying executive looking out a window at a brand advertiser's billboard. WPP plc (NYSE:WPP) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 9 hedge fund portfolios held WPP plc (NYSE:WPP) at the end of the first quarter, which was 5 in the previous quarter. While we acknowledge the potential of WPP plc (NYSE:WPP) 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 WPP plc (NYSE:WPP) and shared the list of undervalued European stocks to invest in. Oakmark International Fund also attributed WPP plc's (NYSE:WPP) decline during the quarter to the same factor in its Q1 2025 investor letter. 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 WPP 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
02-07-2025
- Business
- Yahoo
Workday (WDAY) Fell Due to a Reduction in 2025 Revenue Guidance
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Global Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, the MSCI World Index decreased by 1.8%, driven by the decline of mega-cap growth stocks. The Magnificent Seven represented over 22% of the MSCI World Index in the quarter, collectively experiencing a decline of 14%. The Hotchkis & Wiley Global Value Fund returned 5.96% in the quarter, outperforming the MSCI World Value Index's 4.81% return. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Hotchkis & Wiley Global Value Fund highlighted stocks such as Workday, Inc. (NASDAQ:WDAY). Workday, Inc. (NASDAQ:WDAY) is a company that offers enterprise cloud applications. The one-month return of Workday, Inc. (NASDAQ:WDAY) was -4.73%, and its shares gained 5.50% of their value over the last 52 weeks. On July 1, 2025, Workday, Inc. (NASDAQ:WDAY) stock closed at $239.23 per share, with a market capitalization of $63.778 billion. Hotchkis & Wiley Global Value Fund stated the following regarding Workday, Inc. (NASDAQ:WDAY) in its Q1 2025 investor letter: "Workday, Inc. (NASDAQ:WDAY) is a leader in cloud application software for back-office business functions including human capital management, financials management, and ERP (enterprise resource planning). Stock price was negatively impacted by a reduction in 2025 revenue guidance. Management noted the pressure on current year sales is macro-related. We believe Workday has a formidable competitive advantage that trades at an attractive valuation for a company with premier franchise potential." A group of finance professionals analyzing market trends on their computer screens. Workday, Inc. (NASDAQ:WDAY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 85 hedge fund portfolios held Workday, Inc. (NASDAQ:WDAY) at the end of the first quarter, which was 89 in the previous quarter. Workday, Inc. (NASDAQ:WDAY) reported revenue of $2.24 billion in the fiscal first quarter of 2026, representing an increase of 13% year-over-year. While we acknowledge the potential of Workday, Inc. (NASDAQ:WDAY) 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 Workday, Inc. (NASDAQ:WDAY) and shared the list of stocks Jim Cramer put under the microscope recently. Parnassus Core Equity Fund added Workday, Inc. (NASDAQ:WDAY) to its portfolio in Q1 2025. 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 WDAY 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.
