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Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy returned +3.9 % (in EUR, unhedged) in the third quarter, underperforming its benchmark’s 7.5% return. Since its inception, the strategy has delivered an annualized return of 10% compared to 11% for the global equities. The firm’s selection of highly profitable quality companies was not rewarded by the market, which instead focused on riskier, growth-focused, and often unprofitable companies. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025.
In its third-quarter 2025 investor letter, Rothschild & Co LongRun Equity highlighted stocks such as Synopsys, Inc. (NASDAQ:SNPS). Synopsys, Inc. (NASDAQ:SNPS) offers electronic design automation software products used to design and test integrated circuits. The one-month return of Synopsys, Inc. (NASDAQ:SNPS) was 16.13%, and its shares lost 4.88% of their value over the last 52 weeks. On December 24, 2025, Synopsys, Inc. (NASDAQ:SNPS) stock closed at $475.75 per share, with a market capitalization of $91.02 billion.
Rothschild & Co LongRun Equity stated the following regarding Synopsys, Inc. (NASDAQ:SNPS) in its third quarter 2025 investor letter:
“During the third quarter, we initiated two new positions – Amazon and Synopsys, Inc. (NASDAQ:SNPS) – financed through a reduction in cash holdings, a partial sale of Alphabet, and a full exit from Accenture.
Synopsys, Inc. (NASDAQ:SNPS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 83 hedge fund portfolios held Synopsys, Inc. (NASDAQ:SNPS) at the end of the third quarter, up from 66 in the previous quarter. In 2025, Synopsys, Inc. (NASDAQ:SNPS) generated total revenue of $7.05 billion, up approximately 15% from previous year. While we acknowledge the potential of Synopsys, Inc. (NASDAQ:SNPS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Synopsys, Inc. (NASDAQ:SNPS) and shared the list of AI stocks in the spotlight for investors. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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