LRT Capital Management released its third-quarter 2025 investor letter detailing the performance of its “LRT Global Opportunities Strategy.” Despite a challenging September, the strategy returned -8.00% (net) with a YTD return of -0.17%. The strategy focuses on a systematic long/short approach to generate positive returns.

One highlight from the letter was IES Holdings, Inc. (NASDAQ:IESC), a US-based engineering and construction company. IES Holdings, Inc. saw a one-month return of 3.80% and shares gained 91.97% over the last 52 weeks, closing at $395.66 per share on October 7, 2025, with a market capitalization of $7.856 billion.

In the investor letter, LRT Global Opportunities Strategy praised IES Holdings, Inc. (NASDAQ:IESC) as a diversified provider of essential electrical and technology infrastructure services across the US. The company operates through four segments, allowing it to serve various end markets and capitalize on high-growth secular trends.

Despite being excluded from the 30 Most Popular Stocks Among Hedge Funds, IES Holdings, Inc. (NASDAQ:IESC) remains a promising investment. While 24 hedge fund portfolios held IES Holdings, Inc. at the end of the second quarter, certain AI stocks offer greater upside potential with less downside risk according to data.

Read more at Yahoo Finance: Is IES Holdings (IESC) Stock Worth Betting on?