Investment management company Artisan Partners Artisan Partners released its “Artisan Mid Cap Fund” in the first quarter of 2025. A copy of the letter can be downloaded here. In the first quarter, the fund's investor fund ARTMX returned -7.40%, the consultant APDMX returned -7.37%, the institutional APHMX returned -7.35%, and the Russell MidCap Growth Index returned -7.12%. U.S. stocks received steady fourth-quarter earnings, ending a strong year. Value stocks took the lead in the first quarter of 2025 after strong growth in 2023 and 2024. In a risk aversion environment, investors move to low-volatility stocks, especially in utilities and consumer staple foods, as well as areas with higher dividends. Also, check the fund’s top five holdings to see its best options for 2025.
Artisan Mid Cap Fund highlighted shares such as Bright Horizons Family Solutions Inc. (NYSE: BFAM) in its first-quarter 2025 investor letter. Bright Horizons Family Solutions Inc. (NYSE:BFAM) has a market capitalization of $7.277 billion, providing early education and parenting, backup care, educational consulting and other workplace solutions services. Bright Horizons Family Solutions Inc. (NYSE:BFAM) has a one-month return of 6.12%, accounting for 11.45% of its value over the past 52 weeks. On May 5, 2025, Bright Horizons Family Solutions Inc. (NYSE: BFAM) shares closed at $126.82 per share.
Artisan Mid Cap Fund pointed out the following about Bright Horizons Family Solutions Inc. (NYSE: BFAM) in its 2025 investor letter for the first quarter:
“It is worth noting this quarter about Doordash, CCC smart solutions and Bright Horizons Family Solutions Inc. (NYSE:BFAM). Bright Horizons is a leading provider of parenting solutions that help employers recruit and retain talent and increase employee productivity while helping families better address work/life challenges. The company mainly provides services through multi-year contracts with employers who provide parenting, early education and other nursing benefits to their employees. Its full-service offering is a combination of employer and community-based hubs and the company’s “Backup Care” program, a massive network of review centers or in-house providers that can give flexible child coverage with flexible coverage that appeals to mixed working conditions. We believe that its full-service center business is inadequate compared to history compared to history, but this should change due to increased enrollment. And we believe Bright Horizon’s “backup care” business accounts for more than 60% of its revenue growth track. We joined the position given the ongoing evidence that another trend has been shown. ”
Young children smile widely when they have lunch at a bright and fun educational center.
Bright Horizons Family Solutions Inc. (NYSE:BFAM) is not among the 30 most popular stocks in hedge funds. According to our database, at the end of the fourth quarter, 30 hedge fund portfolios held Bright Horizons Family Solutions Inc. (NYSE:BFAM), compared with 33 in the third quarter. In the fourth quarter, Bright Horizons Family Solutions Inc. (NYSE:BFAM) revenue rose 10% to $674 million. While we acknowledge the potential of Bright Horizons Family Solutions Inc. (NYSE:BFAM) 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 covered Bright Horizons Family Solutions Inc. (NYSE: BFAM) and shared what Conestoga Capital Advisors thinks about the company. Also, check out our Hedge Fund Investor Letters Q1 2025 page for more investors in hedge funds and other leading investors.
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Disclosure: None. This article was originally published in Insider Monkey.