Impax Asset Administration, an funding administration firm, launched its “Impax World Environmental Markets Fund” third-quarter 2025 investor letter. A duplicate of the letter might be downloaded right here. World equities noticed sturdy positive factors in Q3 2025, pushed by stable macroeconomic circumstances, rising company earnings, fiscal stimulus, and banking deregulation. Nevertheless, the give attention to hypergrowth, cyclical, and worth shares posed challenges for quality-focused traders, resulting in elevated market focus. The portfolio moved greater, returning 4.55% within the quarter, however underperformed its major benchmark, the MSCI ACWI index, which returned 7.62%. As well as, you’ll be able to examine the fund’s prime 5 holdings to find out its finest picks for 2025.
In its third-quarter 2025 investor letter, Impax World Environmental Markets Fund highlighted shares resembling TE Connectivity Ltd. (NYSE:TEL). TE Connectivity Ltd. (NYSE:TEL) manufactures and sells connectivity and sensor options. The one-month return of TE Connectivity plc (NYSE:TEL) was 3.19%, and its shares gained 59.38% of their worth over the past 52 weeks. On December 24, 2025, TE Connectivity plc (NYSE:TEL) inventory closed at $231.90 per share, with a market capitalization of $68.308 billion.
Impax World Environmental Markets Fund acknowledged the next concerning TE Connectivity plc (NYSE:TEL) in its third quarter 2025 investor letter:
“TE Connectivity plc (NYSE:TEL) (Superior Highway Autos & Gadgets, US) generated sturdy efficiency in Q3, as faster-than-expected knowledge centre and vitality utility income development, in addition to margin growth from their Industrial Options phase, facilitated very sturdy quarterly outcomes.”
TE Connectivity plc (NYSE:TEL) will not be on our record of 30 Most Well-liked Shares Amongst Hedge Funds. Based on our database, 60 hedge fund portfolios held TE Connectivity plc (NYSE:TEL) on the finish of the third quarter, up from 47 within the earlier quarter. Whereas we acknowledge the potential of TE Connectivity plc (NYSE:TEL) as an funding, we imagine sure AI shares provide larger upside potential and carry much less draw back danger. For those who’re searching for 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 TE Connectivity plc (NYSE:TEL) and shared Janus Henderson World Sustainable Fairness Fund’s views on the corporate. 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.
