Timessquare Capital Management, an equity investment management company, released the "U.S. key growth strategy" for investors in the first quarter of 2025. A copy of the letter can be downloaded here. U.S. stocks were underperformed in the first quarter based on a broad downturn. In this negative environment, the strategy outperformed the index in the first quarter. The strategy returns 2.42% (total) and 2.20% (net), while the Russell MidCap Growth Index returns -7.12%. Also, check the fund’s top five holdings to see its best options for 2025.

Timessquare Capital Focus growth strategy highlighted stocks such as TPG Inc. (NASDAQ:TPG) in its first-quarter 2025 investor letter. Based in Fort Worth, Texas, TPG Inc. (NASDAQ:TPG) is an alternative asset manager. TPG Inc. (NASDAQ:TPG) has a one-month return of 19.31%, and its shares account for 21.03% of its value over the past 52 weeks. On May 16, 2025, TPG Inc. (NASDAQ:TPG) stock closed at $51.91 per share, with a market value of $19.18 billion.

Timessquare Capital Coput Guose growth strategy pointed out the following about TPG Inc. (NASDAQ:TPG) in its Q1 2025 investor letter:

“From private equity managers, offset gains account for -24% TPG Inc. (NASDAQ:TPG). Although the distributable income exceeds expectations, the basic income related to charges is lower than. Some of these disconnects are from the merger of TPG's recently acquired Angelo Gordon, which will be measured on an Apple-to-Apple basis. ”

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TPG Inc. (NASDAQ:TPG) is not among the 30 most popular stocks in hedge funds. According to our database, at the end of the fourth quarter, 33 hedge fund portfolios (NASDAQ:TPG) held TPG Inc. (NASDAQ:TPG). Although we acknowledge the potential of TPG Inc. (NASDAQ:TPG) as an investment, our belief is that AI stocks have greater hope to provide higher returns and do so in a shorter time frame. If you are looking for AI stocks that are as promising as NVIDIA, but whose earnings are trading at less than 5 times the price, check out our report on undervalued AI stocks.

In another article, we introduce TPG Inc. (NASDAQ:TPG) and share a list of small CAP financial stocks that hedge funds are buying. Vulcan Value Partners established a position in TPG Inc. (NASDAQ:TPG) during the 2025 quarter in Q1. Also, check out our Hedge Fund Investor Letters Q1 2025 page for more investor letters from hedge funds and other leading investors.