London Company is an investment management company that released the "London Company Central Limit Strategy" in the first quarter of 2025. A copy of the letter can be downloaded here. After two years of stable revenue, U.S. stocks entered the correction territory for the first quarter. In the quarter, the portfolio fell 4.3% (-4.5%, net), while the Russell MidCAP index fell 3.4%. The exposure of the sector was a headwind for the relative performance of the strategy in the quarter. Additionally, you can check the fund's top 5 holdings to determine its best choice for 2025.

London Company Central Limited Strategy highlighted shares such as Bruker Corporation (NASDAQ:BRKR) in its first-quarter 2025 investor letter. Bruker Corporation (NASDAQ:BRKR) focuses on the development and manufacturing of scientific tools and analytical and diagnostic solutions. Bruker Corporation (NASDAQ:BRKR) has a one-month return of 2.26%, and its stock has lost 48.06% of its value over the past 52 weeks. On May 12, 2025, Brook Company (NASDAQ:BRKR) stock closed at $40.26 per share, with a market value of $5.97 billion.

London-based company Mid Cap Strategy pointed out the following about Bruker Corporation (NASDAQ:BRKR) in its 2025 investor letter in its Q1 Investor Letter:

“Brook Company (NASDAQ: BRKR) - BRKR shared the lag for the quarter due to uncertainty about NIH funds and tariffs. The CEO stepped up his efforts to buy more stocks in his weakness. Our optimism about the crucial role of BRKR in life science research, which is a global economic priority, supported by its strong competitive stance, innovative products, strategic capital allocation and competent leadership. ”

Scientists in the lab wear safety gear while operating the mass spectrometer.

Brooke Corporation (NASDAQ:BRKR) is not among the 30 most popular stocks in hedge funds. According to our database, at the end of the fourth quarter, 34 hedge fund portfolios held Bruker Corporation (NASDAQ:BRKR), which was 31 in the previous quarter. Although we acknowledge the potential of Bruker Corporation (NASDAQ:BRKR) as an investment, our belief is that AI stocks have greater hope to offer higher returns and do so in a shorter time frame. If you are looking for AI stocks that are as promising as NVIDIA but have less than 5 times its earnings, check out our report Cheapest AI stocks.

In another post, we introduce Brooke Corporation (NASDAQ:BRKR) and share a list of Michael Bury stocks with huge upward potential. London-based SMID CAP strategy noted in a last-quarter investor letter that Bruker Corporation (NASDAQ:BRKR) lags behind the broader market after weaker than expected earnings reports. Also, check out our Hedge Fund Investor Letters Q1 2025 page for more investors in hedge funds and other leading investors.