Soumya Eswaran
Thu, Apr 10, 2025, 7:38 AM 3 min read
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Andvari Associates, an concern absorption firm, released its first-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the archetypal 4th the money returned 7.2% nett of fees compared to the SPDR S&P 500 ETF’s 4.3% decline. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.
In its archetypal 4th 2025 capitalist letter, Andvari Associates emphasized stocks specified arsenic Booz Allen Hamilton Holding Corporation (NYSE:BAH). Booz Allen Hamilton Holding Corporation (NYSE:BAH) offers absorption and exertion consulting services to governments, corporations, and not-for-profit organizations. The one-month instrumentality of Booz Allen Hamilton Holding Corporation (NYSE:BAH) was -2.92%, and its shares mislaid 25.06% of their worth implicit the past 52 weeks. On April 8, 2025, Booz Allen Hamilton Holding Corporation (NYSE:BAH) banal closed astatine $108.07 per stock with a marketplace capitalization of $13.406 billion.
Andvari Associates stated the pursuing regarding Booz Allen Hamilton Holding Corporation (NYSE:BAH) successful its Q1 2025 capitalist letter:
"With tariffs dominating quality headlines, we indispensable archetypal confess we cannot foretell what precisely the interaction volition beryllium upon our holdings. However, it is inactive worthy discussing the grade to which tariffs whitethorn oregon whitethorn not impact the companies successful which we are invested. For respective reasons, our companies are prepared to negociate done this caller paradigm.
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Booz Allen Hamilton Holding Corporation (NYSE:BAH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge money portfolios held Booz Allen Hamilton Holding Corporation (NYSE:BAH) astatine the extremity of the 4th fourth compared to 32 successful the 3rd quarter. In the fiscal 3rd 4th of 2025, Booz Allen Hamilton Holding Corporation's (NYSE:BAH) gross accrued 14% year-over-year increase to $2.9 billion, with integrated gross up 13% and gross excluding billable expenses rising 12%. This show highlights the company’s beardown maturation successful authorities and commercialized markets. While we admit the imaginable of Booz Allen Hamilton Holding Corporation (NYSE:BAH) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.