From Yahoo Finance: 2025-05-06 09:02:00

Artisan Partners released its first-quarter 2025 investor letter, showing returns of -7.40% for ARTMX, -7.37% for APDMX, and -7.35% for APHMX compared to the -7.12% return of the Russell Midcap Growth Index. US equities saw strong Q4 gains, with value stocks leading in Q1 2025. Investors shifted towards lower-volatility equities, especially in utilities and consumer staples.

Artisan Mid Cap Fund highlighted Bright Horizons Family Solutions Inc. (NYSE: BFAM) in its Q1 2025 investor letter. The company provides early education, childcare, and other workplace solutions. BFAM’s one-month return was 6.12%, with shares gaining 11.45% over the last 52 weeks, closing at $126.82 on May 5, 2025.

Bright Horizons Family Solutions Inc. (NYSE: BFAM) was noted for its childcare solutions in the Artisan Mid Cap Fund’s Q1 2025 investor letter. The company provides services through multi-year contracts with employers, offering childcare, early education, and dependent care benefits. Bright Horizons’ full-service offerings and “back up care” program are seen as having strong growth potential.

Bright Horizons Family Solutions Inc. (NYSE: BFAM) saw an increase in revenue of 10% to $674 million in Q4 2024. While recognized as a potential investment, AI stocks are seen as holding greater promise for higher returns within a shorter timeframe. Hedge funds have shown interest in BFAM, but the focus remains on AI stocks for strong returns.

Conestoga Capital Advisors’ views on Bright Horizons Family Solutions Inc. (NYSE: BFAM) were shared in another article, highlighting the company’s potential for recovery. For more investor letters from hedge funds and leading investors, check out the hedge fund investor letters Q1 2025 page. Explore more investment insights on Insider Monkey.

Read more: Does Bright Horizons Family Solutions (BFAM) have a Long Growth Runway?