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Voya Funding Administration, an funding administration firm, launched its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A replica of the letter may be downloaded right here. It’s an actively managed US Small Cap core fairness technique. Fairness markets confirmed a powerful restoration through the quarter, bouncing again from the volatility brought on by tariffs in April and ending considerably larger than mid-year ranges. Development outperformed worth within the quarter, with sturdy outcomes from expertise and communication providers, whereas shopper staples lagged. In opposition to this backdrop, the fund underperformed the index within the quarter, on a NAV foundation, pushed by the damaging influence from inventory choice. Moreover, you may test the fund’s prime 5 holdings to find out its finest picks for 2025.
In its third-quarter 2025 investor letter, Voya MI Dynamic Small Cap Fund highlighted shares reminiscent of AvePoint, Inc. (NASDAQ:AVPT). AvePoint, Inc. (NASDAQ:AVPT) is a cloud-native knowledge administration software program platform supplier. The one-month return for AvePoint, Inc. (NASDAQ:AVPT) was 4.17%, and its shares misplaced 27.69% over the past 52 weeks. On December 08, 2025, AvePoint, Inc. (NASDAQ:AVPT) inventory closed at $13.50 per share, with a market capitalization of $2.913 billion.
Voya MI Dynamic Small Cap Fund acknowledged the next concerning AvePoint, Inc. (NASDAQ:AVPT) in its third quarter 2025 investor letter:
“The first detractors from efficiency have been Bloom Vitality Corp., AvePoint, Inc. (NASDAQ:AVPT), and Grindr Inc. The obese to AvePoint, Inc. (AVPT) detracted from efficiency. The inventory declined after an earnings miss within the second quarter. The ML mannequin’s maintained a optimistic view, largely pushed by its brief curiosity options.”
AvePoint, Inc. (NASDAQ:AVPT) is just not on our record of 30 Most Well-liked Shares Amongst Hedge Funds. As per our database, 27 hedge fund portfolios held AvePoint, Inc. (NASDAQ:AVPT) on the finish of the third quarter, which was 33 within the earlier quarter. In Q3 2025, AvePoint, Inc. (NASDAQ:AVPT) reported whole revenues of $109.7 million, marking a rise of 24% year-over-year. Whereas we acknowledge the potential of AvePoint, Inc. (NASDAQ:AVPT) as an funding, we consider sure AI shares provide higher upside potential and carry much less draw back threat. In case you’re in search of an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.
In one other article, we coated AvePoint, Inc. (NASDAQ:AVPT) and shared the record of finest performing mid cap tech shares within the final 3 years. As well as, please take a look at our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main traders.
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