Rothschild & Co LongRun Equity’s Investment Thesis for Cadence Design Systems (CDNS)

1 hour ago 3

Soumya Eswaran

Thu, December 25, 2025 astatine 9:05 AM CST 3 min read

Rothschild & Co Wealth Management, an concern absorption company, released its LongRun Equity strategy third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The steadfast is simply a committed semipermanent concern owner, focused connected a portfolio of high-quality companies. The strategy returned +3.9 % (in EUR, unhedged) successful the 3rd quarter, underperforming its benchmark’s 7.5% return. Since its inception, the strategy has delivered an annualized instrumentality of 10% compared to 11% for the planetary equities. The firm’s enactment of highly profitable prime companies was not rewarded by the market, which alternatively focused connected riskier, growth-focused, and often unprofitable companies. In addition, you tin cheque the apical 5 holdings of the money to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Rothschild & Co LongRun Equity highlighted stocks specified arsenic Cadence Design Systems, Inc. (NASDAQ:CDNS). Cadence Design Systems, Inc. (NASDAQ:CDNS) is simply a planetary supplier of software, hardware, and different services. The one-month instrumentality of Cadence Design Systems, Inc. (NASDAQ:CDNS) was 3.72%, and its shares gained 2.97% of their worth implicit the past 52 weeks. On December 24, 2025, Cadence Design Systems, Inc. (NASDAQ:CDNS) banal closed astatine $317.76 per share, with a marketplace capitalization of $86.586 billion.

Rothschild & Co LongRun Equity stated the pursuing regarding Cadence Design Systems, Inc. (NASDAQ:CDNS) successful its 3rd 4th 2025 capitalist letter:

"In this section, we instrumentality a person look astatine 1 of our caller investments, Cadence Design Systems, Inc. (NASDAQ:CDNS), a institution that provides the indispensable tools to plan the chips powering today’s astir precocious technologies.