ClearBridge Investments, an funding administration firm, launched its “ClearBridge Small Cap Development Technique” second-quarter 2025 investor letter. A duplicate of the letter might be downloaded right here. Fairness markets made an distinctive restoration from steep declines in April with stable performances in Might and June. The technique modestly underperformed the Russell 2000 Development Index within the quarter, because the market rally was pushed by decrease market capitalization, lower-quality non-earners, and a retail quantity surge favoring momentum and the riskiest shares. As well as, please verify the fund’s high 5 holdings to know its finest picks in 2025.
In its second-quarter 2025 investor letter, ClearBridge Small Cap Development Technique highlighted shares similar to Pathward Monetary, Inc. (NASDAQ:CASH). Pathward Monetary, Inc. (NASDAQ:CASH) is a US-based financial institution holding firm for Pathward, Nationwide Affiliation that gives numerous banking services. The one-month return of Pathward Monetary, Inc. (NASDAQ:CASH) was -3.59%, and its shares gained 10.39% of their worth during the last 52 weeks. On October 3, 2025, Pathward Monetary, Inc. (NASDAQ:CASH) inventory closed at $73.66 per share, with a market capitalization of $1.677 billion.
ClearBridge Small Cap Development Technique said the next concerning Pathward Monetary, Inc. (NASDAQ:CASH) in its second quarter 2025 investor letter:
“Pathward Monetary, Inc. (NASDAQ:CASH) supplies banking as a service, working as one of many largest pay as you go card issuance firms. The corporate leverages these low-cost deposits to serve quite a lot of area of interest, specialty lending merchandise, producing very excessive payment earnings and strong returns.”
Pathward Monetary, Inc. (NASDAQ:CASH) will not be on our listing of 30 Most Well-liked Shares Amongst Hedge Funds. In accordance with our database, 18 hedge fund portfolios held Pathward Monetary, Inc. (NASDAQ:CASH) on the finish of the second quarter, up from 16 within the earlier quarter. Whereas we acknowledge the potential of Pathward Monetary, Inc. (NASDAQ:CASH) as an funding, we consider sure AI shares provide better upside potential and carry much less draw back danger. If you happen to’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
As well as, please take a look at our hedge fund investor letters Q2 2025 web page for extra investor letters from hedge funds and different main traders.
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