Upslope Capital Management’s Q2 investor letter reports a strong performance with a +8.9% return, outperforming S&P Midcap 400 ETF and HFRX Equity Hedge Index. Evercore Inc. (NYSE:EVR) stock gained 4.77% in one month and closed at $307.88 on August 12, 2025, with a market cap of $11.884 billion. The fund’s top 5 holdings include Evercore Inc. (NYSE:EVR).

Upslope Capital Management re-initiated positions in FTI Consulting (FCN) and Evercore Inc. (NYSE:EVR) due to modest expectations for both companies. Evercore is pro-cyclical while FTI is counter-cyclical, presenting opportunities amid macroeconomic uncertainties. FTI faces challenges in a non-core segment, but both companies are poised for growth in the current environment.

Evercore Inc. (NYSE:EVR) saw a 21% increase in adjusted net revenues to $834 million in Q2 2025. Despite its potential, other AI stocks offer greater upside and less downside risk. Investors seeking undervalued AI stocks can explore opportunities beyond Evercore Inc. (NYSE:EVR) in companies benefiting from tariffs and onshoring trends.

Read more at Yahoo Finance: Here’s Why Upslope Capital Management Reinitiated a Position in Evercore (EVR)