Baron Funds, an funding administration firm, launched its “Baron Small Cap Fund” second-quarter 2025 investor letter. A duplicate of the letter will be downloaded right here. Within the second quarter of 2025, the fund was up 10.38%% (Institutional Shares) in comparison with the Russell 2000 Progress Index’s (the Index) 11.97% return. 12 months up to now, the Fund is up 0.36% in comparison with the index’s (0.48)% return. Small-cap shares recovered effectively in the course of the quarter and carried out in step with the general market however have considerably trailed larger-cap shares this 12 months. As well as, please verify the fund’s prime 5 holdings to know its greatest picks in 2025.
In its second-quarter 2025 investor letter, Baron Small Cap Fund highlighted shares corresponding to Neogen Company (NASDAQ:NEOG). Neogen Company (NASDAQ:NEOG) engages within the growth of varied services and products devoted to meals and animal security. The one-month return of Neogen Company (NASDAQ:NEOG) was -2.68%, and its shares misplaced 69.06% of their worth over the past 52 weeks. On August 8, 2025, Neogen Company (NASDAQ:NEOG) inventory closed at $5.08 per share, with a market capitalization of $1.103 billion.
Baron Small Cap Fund said the next concerning Neogen Company (NASDAQ:NEOG) in its second quarter 2025 investor letter:
“Shares of Neogen Company (NASDAQ:NEOG), a number one supplier of meals and animal security merchandise, detracted from efficiency. The corporate reported weak fiscal Q3 2025 earnings, lowered its fiscal 2025 steerage, and introduced that its CEO will step down later this 12 months. A number of years of M&A integration and operational hiccups have cratered the inventory. We anticipate near-term volatility to persist however retain long-term conviction. We added to our place as shares have vital upside. The corporate is promoting non-core companies at objective costs, which is de-levering its steadiness sheet and may improve the expansion profile. We’re hopeful that the corporate is nearing the top of its transition and can revert to good progress shortly.”
A analysis laboratory displaying superior diagnostic tools used to guard public well being.
Neogen Company (NASDAQ:NEOG) isn’t on our listing of 30 Most In style Shares Amongst Hedge Funds. As per our database, 15 hedge fund portfolios held Neogen Company (NASDAQ:NEOG) on the finish of the primary quarter, which was 15 within the earlier quarter. Whereas we acknowledge the potential of Neogen Company (NASDAQ:NEOG) as an funding, we imagine sure AI shares supply larger upside potential and carry much less draw back threat. In the event you’re on the lookout for a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.