Greystone Capital Administration, an funding administration firm, launched its second-quarter 2025 investor letter. A duplicate of the letter may be downloaded right here. Within the second quarter, the median account return for separate accounts managed by the agency was +14.8%, internet of charges. The fund favorably in comparison with the S&P 500 and Russell 2000 returns of +10.9% and +8.5% throughout the quarter. The median account returned +6.3%, internet of charges, year-to-date, exceeding the S&P 500 and Russell 2000 returns of +6.2% and -1.8% year-to-date. As well as, you may examine the fund’s prime 5 holdings to search out out its greatest picks for 2025.
In its second-quarter 2025 investor letter, Greystone Capital Administration highlighted shares resembling APi Group Company (NYSE:APG). APi Group Company (NYSE:APG) is a security and specialty providers supplier. The one-month return of APi Group Company (NYSE:APG) was 2.16%, and its shares gained 53.23% of their worth over the past 52 weeks. On August 1, 2025, APi Group Company (NYSE:APG) inventory closed at $35.07 per share, with a market capitalization of $14.585 billion.
Greystone Capital Administration said the next relating to APi Group Company (NYSE:APG) in its second quarter 2025 investor letter:
“Our funding in APi Group Company (NYSE:APG), our fireplace and life security enterprise, is a good instance of our course of figuring out high quality companies with wonderful administration groups which might be misunderstood and mispriced. APG shares have appreciated 5x since going public in 2020 and nonetheless examine a lot of our packing containers together with scale benefits, sturdiness, a rising trade and wonderful administration staff who has confirmed to be robust operators and capital allocators.
