From Yahoo Finance: 2025-04-10 12:02:00

Headwaters Capital Management released its Q1 2025 investor letter, citing economic challenges for small businesses. The fund returned -9.0% in the quarter, underperforming the Russell Mid Cap Index. CBIZ, Inc. (NYSE:CBZ) was highlighted as a strong stock pick, with a one-month return of 11.19% and closing at $76.12 per share on April 9, 2025.

In the investor letter, Headwaters Capital Management discussed adding CBIZ, Inc. (NYSE:CBZ) to its portfolio. The company provides essential financial services to small and midsize businesses, showing similarities to a previous successful investment. The firm sees potential for significant upside in CBIZ, Inc. (NYSE:CBZ) based on valuation and growth opportunities.

CBIZ, Inc. (NYSE:CBZ) saw an increase in hedge fund portfolios in Q4 2024, with revenue up 40.5% from the previous year. While CBIZ, Inc. (NYSE:CBZ) offers potential, focusing on AI stocks for higher returns in a shorter timeframe is recommended. For more investor letters and insights, visit the hedge fund investor letters Q1 2025 page.

Read more: Here’s Why Headwaters Capital Management Added CBIZ (CBZ) to its Portfolio