Janus Henderson Investors released its “Janus Henderson Forty Fund” second-quarter 2025 investor letter, reporting a 19.34% return, outperforming the Russell 1000 Growth Index. Strong stock selection in information technology and industrials sectors contributed to the fund’s performance, while healthcare investments detracted. US equities delivered strong results despite early tariff concerns.

In the second quarter, Howmet Aerospace Inc. (NYSE:HWM) was highlighted in Janus Henderson Forty Fund’s investor letter. The company provides advanced solutions for aerospace and transportation industries. Howmet Aerospace Inc. (NYSE:HWM) saw a one-month return of -3.90% and a 52-week gain of 80.12%. As of August 29, 2025, the stock closed at $174.10 per share, with a market cap of $70.184 billion.

Janus Henderson Forty Fund noted Howmet Aerospace Inc. (NYSE:HWM) as a top performer in its second quarter 2025 letter. The company’s Q1 earnings exceeded expectations, benefiting from aerospace recovery and aftermarket demand. Howmet gained market share by investing during the downturn, with industrial gas turbine demand supporting AI infrastructure needs.

Howmet Aerospace Inc. (NYSE:HWM) is not among the 30 most popular stocks among hedge funds, with 57 portfolios holding the stock at the end of the second quarter. While acknowledging its investment potential, some AI stocks offer greater upside potential with less downside risk. Explore our free report on the best short-term AI stock.

In another article, Howmet Aerospace Inc. (NYSE:HWM) was featured as one of the top industrial stocks to buy amid easing tariff uncertainties. For more investor letters from hedge funds and leading investors, visit our hedge fund investor letters Q2 2025 page.

Read more at Yahoo Finance: Howmet Aerospace (HWM) Fell as It Missed Earnings Expectations