RS investmentsThe Investment Management Company, “RS Barge Cap Value Strategy”, released the investor’s speech in the first quarter of 2025. It could be a copy of the message It was downloaded here. In the first quarter, the strategy was less than its standard, the Russian 1000 (index) value index, and returned 1.57 % (net) for a return of 2.14 % for the index. Strong performance helped to choose shares in my consumer estimation and relative performance facilities in the quarter, while choosing stocks in materials and information technology detracts. In addition, you can check the 5 best holdings of the box to determine its best choices for 2025.
In the investor’s speech in the first quarter of 2025, the large CAP value strategy such as Zebra Technologies Corporation (NASDAQ:Zbra). Zbra Technologies Corporation (NASDAQ: ZBRA) provides solutions to the intelligence of institutional assets in the automatic identity and data capture solutions. The return of Zebra Technologies Corporation (NASDAQ: Zbra) for a month of 18.14 %, and its shares have lost 11.02 % of its value over the past 52 weeks. On May 22, 2025, Zebra Technologies Corporation (NASDAQ: Zbra) closed at $ 288.36 per share with a marketing of a market of $ 14.664 billion.
The large CAP RS value strategy mentioned the following regarding the Zebra Technologies Corporation (NASDAQ: ZBRA) in the investor’s letter Q1 2025:
Zbra Technologies Corporation (NASDAQ: Zbra), the provider of physical asset tracking programs and devices decreased by 26 % during the quarter. Our long -term thesis is that manufacturing, retail, distribution and health care companies will invest in automation techniques and follow them to improve efficiency, margins and customer satisfaction. A long time before buying shares, it fell in 2022 after excessive purchases of online retailers and distribution centers during Covid. In the end, we started a site in August 2023 after we specified that Covid’s purchases had been worked in. Then the stock performance was good in 2024, where we played our thesis. However, in early 2025, the administration provided conservative instructions due to concerns about definitions and spending on consumer. While these political and college concerns will produce some opposite winds, our long -term theses are still sound, so we continue our positions. “
A smart technology employee tests a system in actual time in a warehouse.
Zbra Technologies Corporation (Nasdaq: Zbra) is not listed on our list 30 shares more popular among hedge boxes. According to our database, 45 governors of hedge funds held the Zebra Technologies Corporation (NASDAQ: Zbra) at the end of the fourth quarter compared to 42 in the third quarter. Zbra Technologies Corporation (Nasdaq: Zbra) Q1 2025 profit It grew by 12 % year on an annual basis to $ 1.31 billion. While we acknowledge the capabilities of the Zebra Technologies Corporation (NASDAQ: Zbra) as an investment, our conviction lies in the belief that Amnesty International’s shares have greater promises to make higher returns, and do so in a shorter time frame. If you are looking for promising Amnesty International’s share like NVIDIA, but it is trading less than 5 times its profits, check our report on A group of artificial intelligence in less than its value to achieve huge gains.
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