Not Owning Tesla (TSLA) Impacted NewBridge Large Cap Growth Equity’s Performance

1 week ago 5

Soumya Eswaran

Tue, January 27, 2026 astatine 7:29 AM CST 4 min read

NewBridge Asset Management, an concern absorption company, precocious released its Q4 2025 missive for “NewBridge Large Cap Growth Equity Strategy”. A transcript of the missive tin beryllium downloaded here. Equity markets continued their upward momentum successful the 4th quarter, driven by resilient economical maturation and coagulated firm returns. In the 4th quarter, large-cap maturation outperformed, portion successful the 3rd quarter, small-cap and worth equities exceeded the maturation strategy. The NewBridge Large Cap Growth Strategy generated a affirmative instrumentality successful the quarter, but lagged down the benchmark, the Russell 1000® Growth Index. Most portfolio companies exceeded quarterly expectations, but a fewer faced declines. The biggest situation was the contrasting returns betwixt Uber Technologies, Inc., held successful important amounts, and Tesla, Inc., which was not owned by the portfolio. The marketplace situation was mostly favorable for the portfolio successful the 4th quarter. The steadfast remains assured successful its industry-leading companies, which are poised to present charismatic fiscal results contempt imaginable marketplace volatility. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

Prediction Market powered by

In its fourth-quarter 2025 capitalist letter, NewBridge Large Cap Growth Equity Strategy highlighted Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electrical vehicles, arsenic good arsenic vigor procreation and retention systems. The one-month instrumentality of Tesla, Inc. (NASDAQ:TSLA) was -4.23%, and its shares gained 9.32% of their worth implicit the past 52 weeks. On January 26, 2026, Tesla, Inc. (NASDAQ:TSLA) banal closed astatine $435.20 per share, with a marketplace capitalization of $1.45 trillion.

NewBridge Large Cap Growth Equity Strategy stated the pursuing regarding Tesla, Inc. (NASDAQ:TSLA) successful its 4th fourth 2025 capitalist letter:

"Shares of Tesla, Inc. (NASDAQ:TSLA) were up 38% successful November, arsenic Elon Musk has powerfully aligned with Trump and whitethorn payment from the relationship. Trump signaled that helium would destruct taxation credits connected electrical vehicles, which whitethorn enactment Tesla astatine a competitory vantage arsenic it is the lone profitable North American shaper of electrical vehicles.