From Yahoo Finance: 2025-05-16 06:58:00

Aristotle Capital Management, LLC, released its Q1 2025 investor letter, showing a negative return in global equity markets. Value stocks outperformed growth stocks, with the MSCI ACWI Value Index surpassing the Growth Index by 11.59%. The Aristotle Capital Global Equity Strategy returned 1.12% gross of fees in Q1, beating the MSCI ACWI Index.

Cameco Corporation (NYSE:CCJ) was highlighted in Aristotle Capital’s Q1 2025 investor letter, with a one-month return of 25.28%. Shares gained 3.53% over the last 52 weeks, closing at $51.59 on May 15, 2025. The company faced challenges due to tariff concerns but remains a key player in uranium production.

In the Q1 2025 investor letter, Aristotle Capital Global Equity Strategy addressed Cameco Corporation’s challenges due to President Trump’s tariff on Canadian energy exports. Despite short-term stock price declines, the company’s long-term contract strategy insulates it from volatile market swings, maintaining its position in the uranium market.

Cameco Corporation (NYSE:CCJ) is not among the 30 Most Popular Stocks Among Hedge Funds. While 65 hedge fund portfolios held CCJ at the end of Q4, the focus on AI stocks for higher returns is emphasized. The potential of CCJ as an investment is acknowledged, but AI stocks are seen as holding greater promise.

Aristotle International Equity Strategy benefitted from Cameco Corporation’s performance in Q4 2024, indicating its significance in the energy sector. The company’s impact on hedge fund portfolios underscores its position in the market. For more insights, explore hedge fund investor letters from Q1 2025 and related articles on market trends.

Read more: Cameco Corporation (CCJ) Fell Following President Trump’s 10% Tariff on Canadian Energy Exports