From Yahoo Finance: 2025-05-28 08:25:00

Wasatch Global Investors released its Q1 2025 investor letter for the “Wasatch Micro-Cap Fund,” reporting a -16.57% return, outperforming the benchmark. U.S. equities fell due to various factors affecting micro-cap companies. Check the fund’s top five holdings for its best picks in 2025.

Bowhead Specialty Holdings Inc. (NYSE:BOW) was highlighted in the investor letter, a specialty property and casualty insurance provider. The stock had a -6.94% one-month return and gained 42.26% over the last 52 weeks, closing at $37.40 per share on May 27, 2025.

Wasatch Micro-Cap Fund noted Bowhead Specialty Holdings Inc. (NYSE:BOW) as the second-largest contributor to its performance in Q1 2025. The company focuses on specialty insurance products and expects 20% top-line growth in 2025, responding positively to strong fundamentals.

Despite not being among the 30 most popular stocks among hedge funds, Bowhead Specialty Holdings Inc. (NYSE:BOW) was held by 25 hedge fund portfolios in Q1 2025. The company shows promise as an investment, but AI stocks are seen as offering greater potential for higher returns within a shorter timeframe.

For more insights on Bowhead Specialty Holdings Inc. (NYSE:BOW) and Wasatch Micro-Cap Value Strategy’s views, check out additional articles. Visit the hedge fund investor letters Q1 2025 page for more investor letters from leading investors.

Read more: Bowhead Specialty Holdings (BOW) Reported Strong Earnings, 20% Topline Growth Expected in 2025