Timesquare Capital Management, an investment management company in equity, published its letter as an investor “US Mid Cap Growth Strategy” in the second quarter of 2025. A copy of the letter can be downloaded here. During the quarter, the fund returned 13.13% (gross) and 12.91% (net), compared to 18.20% yield of the Russell Midcap® growth index. Actions recorded two -digit yields in the second quarter as global economic activity measures increased. In addition, please consult the five best assets of the fund to find out its best choices in 2025.
In his letter of investor in the second quarter of 2025, the Mid-Cap Mid Capid Mid-Cap growth strategy highlighted actions such as Curtiss-Wright Corporation (NYSE: CW). Curtiss-Wright Corporation (NYSE: CW) is an industrial company that provides products, solutions and engineering services mainly at aerospace and defense, commercial power, processes and industrial markets around the world. The yield of one month of Curtiss-Wright Corporation (NYSE: CW) was 10.02% and its shares gained 57.51% of their value in the last 52 weeks. On September 29, 2025, Curtiss-Wright Corporation (NYSE: CW) actions closed $ 530.68 per share, with a market capitalization of $ 19.995 billion.
Timesquare Capital US Mid Cap Growth Strategy indicated the following concerning Curtiss-Wright Corporation (NYSE: CW) in his letter of investor in the second quarter 2025:
“Another boost came from Curtiss-Wright Corporation (NYSE: CW), which designs and manufactures critical pumps, valves, actuators, orders and integrated IT for aerospace, defense, industrial and electric companies. It reported higher results than expected in all the main measures, and management has increased its recent directives for 2025. Sales were particularly strong with electronic defense (mainly computer advice specialized in helicopters) and nuclear (maintenance of civil reactors and next generation development). Curtiss-Wright has mitigation plans in place for potential prices and continues to improve its margins with operational improvements. While its actions won 54%, we cut our assets. “”
Curtiss-Wright Corporation (NYSE: CW) is not on our list of the 30 most popular actions among the hedge funds. According to our database, 60 hedge fund portfolios held Curtiss-Wright Corporation (NYSE: CW) at the end of the second quarter, which was 46 in the previous quarter. Curtiss-Wright Corporation (NYSE: CW) said sales of $ 877 million in the second quarter of 2025, which represents a 12% increase from one year to the next and with organic growth of 9%. Although we recognize the potential of Curtiss-Wright Corporation (NYSE: CW) as an investment, we think that certain AI actions offer greater increase in increase and include a less unknown risk. If you are looking for an extremely undervalued AI stock that should also benefit considerably from the Trump era tariffs and the excessive trend, see our free report on the Best short -term AI stock.
