Loomis Sayles, an funding administration firm, launched its “Development Fund” second-quarter 2025 investor letter. A replica of the letter may be downloaded right here. Within the second quarter, the fund returned 18.58% in comparison with 17.84% for the Russell 1000 Development Index. The fund centered on a extremely selective, long-term personal fairness method to investing. As well as, please examine the fund’s prime 5 holdings to know its greatest picks in 2025.
In its second-quarter 2025 investor letter, Loomis Sayles Development Fund highlighted shares comparable to Vertex Prescription drugs Included (NASDAQ:VRTX). Vertex Prescription drugs Included (NASDAQ:VRTX) is a biotechnology firm specializing in growing and commercializing therapies for treating cystic fibrosis (CF). The one-month return of Vertex Prescription drugs Included (NASDAQ:VRTX) was 3.98%, and its shares misplaced 16.21% of their worth during the last 52 weeks. On September 02, 2025, Vertex Prescription drugs Included (NASDAQ:VRTX) inventory closed at $401.00 per share, with a market capitalization of $102.813 billion.
Loomis Sayles Development Fund acknowledged the next concerning Vertex Prescription drugs Included (NASDAQ:VRTX) in its second quarter 2025 investor letter:
“Vertex Prescription drugs Included (NASDAQ:VRTX), based in 1989, is a worldwide biopharmaceutical firm with deep experience in protein and genetic science and a concentrate on specialty markets. The corporate is the chief in creating therapies for sufferers affected by cystic fibrosis (CF), with 5 at the moment authorised CF remedies, and the corporate is constructing out its capabilities to deal with associated illnesses that lever its core experience in biology and medicinal chemistry.
Vertex Prescription drugs Included (NASDAQ:VRTX) isn’t on our record of 30 Most Well-liked Shares Amongst Hedge Funds. As per our database, 53 hedge fund portfolios held Vertex Prescription drugs Included (NASDAQ:VRTX) on the finish of the second quarter, which was 60 within the earlier quarter. Vertex Prescription drugs Included (NASDAQ:VRTX) delivered $2.96 billion in income within the second quarter, representing a 12% progress in comparison with Q2 2024. Whereas we acknowledge the potential of Vertex Prescription drugs Included (NASDAQ:VRTX) as an funding, we consider sure AI shares provide better upside potential and carry much less draw back threat. If you happen to’re searching for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.
