The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. After two years of robust earnings, US equities entered a correction territory in Q1. The portfolio declined 4.3% (-4.5%, net) during the quarter compared to a 3.4% decrease for the Russell Midcap Index. Sector exposure was a headwind to the strategy's relative performance in the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its first-quarter 2025 investor letter, The London Company Mid Cap Strategy highlighted stocks such as Bruker Corporation (NASDAQ:BRKR). Bruker Corporation (NASDAQ:BRKR) focuses on the development and manufacturing of scientific instruments and analytical and diagnostic solutions. The one-month return of Bruker Corporation (NASDAQ:BRKR) was 2.26%, and its shares lost 48.06% of their value over the last 52 weeks. On May 12, 2025, Bruker Corporation (NASDAQ:BRKR) stock closed at $40.26 per share with a market capitalization of $5.97 billion.

The London Company Mid Cap Strategy stated the following regarding Bruker Corporation (NASDAQ:BRKR) in its Q1 2025 investor letter:

"Bruker Corporation (NASDAQ:BRKR) - BRKR shares lagged this quarter due to uncertainties over NIH funding and tariffs. The CEO stepped up and bought more shares amid the weakness. We remain optimistic about BRKR for its vital role in life sciences research, a global economic priority, supported by its robust competitive stance, innovative products, strategic capital allocation, and capable leadership."Bruker Corporation (BRKR): Among Michael Burry Stocks with Huge Upside Potential

A scientist in a laboratory wearing safety gear while operating a mass spectrometry machine.

Bruker Corporation (NASDAQ:BRKR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Bruker Corporation (NASDAQ:BRKR) at the end of the fourth quarter which was 31 in the previous quarter.  While we acknowledge the potential of Bruker Corporation (NASDAQ:BRKR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

In another article, we covered Bruker Corporation (NASDAQ:BRKR) and shared the list of Michael Burry Stocks with huge upside potential. The London Company SMID Cap Strategy noted in the previous quarter investor letter that Bruker Corporation (NASDAQ:BRKR) lagged the broader market following a weaker than expected earnings report. In addition, please check out our hedge fund investor letters Q1 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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