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 AerCap Holdings N.V. (NYSE:AER). AerCap Holdings N.V. (NYSE:AER) engages in the lease, financing, sale, and management of flight equipment. The one-month return AerCap Holdings N.V. (NYSE:AER) was 17.54%, and its shares gained 20.46% of their value over the last 52 weeks. On May 13, 2025, AerCap Holdings N.V. (NYSE:AER) stock closed at $111.34 per share with a market capitalization of $20.319 billion.

The London Company Mid Cap Strategy stated the following regarding AerCap Holdings N.V. (NYSE:AER) in its Q1 2025 investor letter:

"AerCap Holdings N.V. (NYSE:AER) - AER shares performed well this quarter after reporting solid 4Q24 results. We believe the company is sitting in the enviable position of owning the largest portfolio of aircraft in a seller's market. The company should be able to continue growing book value per share by selling off certain assets and buying back stock."

An impressive fleet of aircrafts taking off from the main runway of the Regional Air Carrier services.

AerCap Holdings N.V. (NYSE:AER) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge fund portfolios held AerCap Holdings N.V. (NYSE:AER) at the end of the fourth quarter compared to 68 in the third quarter. While we acknowledge the potential of AerCap Holdings N.V. (NYSE:AER) 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 AerCap Holdings N.V. (NYSE:AER) and shared River Road Large Cap Value Select Fund's views on the company. 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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