This is why we sell Aristotle’s Small Cap Equity Strategy Berkshire Hills Bancorp (BHLB)
Aristotle Capital Boston, LLCInvestment Advisor released his second quarter investor letter for the 2025 “Small Cap Equity Strategy.” A copy of a letter can do so I downloaded it from here. The second quarter began with the risk-off environment of the previous quarter, but then regained momentum driven by a wide range of factors. In the second quarter, the strategy offered a return of 3.25% fee (total cost of 3.41%), below the Russell 2000 Index’s 8.50% total return rate. For more information about the best fund picks for 2025, check out our top 5 holdings.
In a second quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy was announced on Berkshire Hills Bancorp Inc. (NYSE:blue). Berkshire Hills Bancorp Inc. (NYSE: BHLB) is a bank holding company of Berkshire Bank. Berkshire Hills Bancorp Inc. (NYSE: BHLB)’s one-month return was 7.26%, and its shares have lost 3.33% of its value in the past 52 weeks. On July 22, 2025, Berkshire Hills Bancorp Inc. (NYSE: BHLB) shares closed at $26.43 per share, with a market capitalization of $1.22 billion.
Aristotle’s Capital Small Cap Equity Strategy stated in its second quarter 2025 investor letter, which stated the following about Berkshire Hills Bancorp (NYSE: BHLB).
“Berkshire Hills Bancorp. (NYSE: BHLB) is a regional bank that primarily serves the NY and the New England region. The company has announced an equal merger with Brookline Bancorp. After recording the combined organization again, we chose to close the position as we were not used to the new management team and as our loan rate on deposits increased significantly. ”
Close-up of a smartphone showing the bank’s online banking platform.
Berkshire Hills Bancorp, Inc. (NYSE: BHLB) is not on our list 30 Most Popular Stocks of Hedge Funds. According to our database, the 28 hedge fund portfolio held Berkshire Hills Bancorp (NYSE: BHLB) at the end of the first quarter of the previous quarter. Berkshire Hills Bancorp, Inc. Although (NYSE: BHLB) recognizes its investment potential, it believes certain AI stocks offer a greater reverse chance, poses a risk of decline. If you’re looking for a highly undervalued AI stock that can make a significant profit from the tariff and supervision trends of the Trump era, check out our free report. Best Short-Term AI Stocks.
Plus, check it out Hedge Fund Investor Letter Q2 2025 Pages for more investor letters from hedge funds and other major investors.
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Disclosure: None. This article was originally published Insider Monkey.