Greystone Capital Management’s fourth-quarter 2025 investor letter reported a +0.3% return for the quarter, bringing full-year net returns to +2.8%. The Fund has returned +197.7% since inception in Q4 2019, underperforming the S&P 500 and Russell 2000 in 2025. The firm cites poor stock selection and lack of AI-themed investments as reasons for underperformance.

APi Group Corporation (NYSE:APG) was highlighted in Greystone Capital Management’s investor letter. APG had a one-month return of 9.57% and shares gained 64.69% over the last 52 weeks. On January 28, 2026, APG stock closed at $41.92 per share with a market cap of $18.073 billion. APG is a safety and specialty services provider.

In the same letter, Greystone Capital Management praised APi Group Corporation (NYSE:APG) for its steady growth in 2025. APG saw mid-single-digit organic growth, expanding margins, and strong cash generation. The company has shifted towards recurring revenue with higher margins, showing resilience and economic stability.

Despite APi Group Corporation (NYSE:APG) not being on the list of 30 Most Popular Stocks Among Hedge Funds, 58 hedge fund portfolios held APG at the end of the third quarter. APG saw a 14.2% increase in revenues in the September quarter, reaching $2.1 billion. While APG shows investment potential, some AI stocks may offer greater upside potential with less downside risk.

ClearBridge Mid Cap Strategy shared its views on APi Group Corporation (NYSE:APG) in another article. Investors can check out more investor letters from hedge funds and leading investors for additional insights. Visit the hedge fund investor letters Q4 2025 page for more information on investor sentiments and market trends.

Read more at Yahoo Finance: What Makes APi Group (APG) an Economically Resilient Business Model?