Carillon Tower Advisers, an investment management company, released the "Carillon Eagle Growth and Income Fund" of the first quarter of 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 ended its first quarter of 4.3%, marking the beginning of turbulence in 2025. The volatility that began in February was caused by factors such as policy uncertainty, economic slowdown and sustainability of AI investment. The market eviction dropped more than 10% in the first quarter of 28 months. Aside from uncertainty, the 10-year U.S. treasury yield in the U.S. fell from 4.8% to 4.25%, resulting in a stock market rotation that favors the defense sector, quality stocks, and dividend earnings stocks rather than growth and momentum-driven investments, and has the largest history of energy, energy, healthcare and consumer. Additionally, market participation expanded in the quarter, with index leadership shifting from large-scale technology companies to a more diverse stock base, which proves the performance of heavy indexes such as the S&P 500®. Additionally, you can check the fund's top 5 holdings to determine their best choice for 2025.

Carillon Eagle Growth & Income Fund highlighted stocks in its first-quarter 2025 investor letter, such as the Hewlett Packard Enterprise Company (NYSE: HPE). HP Packard Enterprise Company (NYSE: HPE) provides solutions that enable customers to capture, analyze and act seamlessly. Hewlett Packard Enterprise Company (NYSE: HPE) has a one-month return of 15.25%, and its stock has lost 1.80% of its value over the past 52 weeks. On May 19, 2025, the stock of Hewlett Packard Enterprise (NYSE: HPE) closed at $17.46 per share, with a market value of $22.94 billion.

Carillon Eagle’s Growth and Income Fund announced the following content about HP Enterprise (NYSE: HPE) in its Q1 2025 Investor Letter:

“HP Packard Enterprises (NYSE: HPE) is concerned that its planned acquisition of the network solutions company might be blocked, followed by its latest earnings report, which could be blocked as the company's expected headwinds on the company's expected tariffs. ”

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HP Packard Enterprise (NYSE: HPE) is not among the 30 most popular stocks in hedge funds. According to our database, at the end of the fourth quarter, 66 hedge fund portfolios ended HP Enterprise (NYSE:HPE) in the fourth quarter, compared with 64 in the third quarter. While we acknowledge the potential of Hewlett Packard Enterprise (NYSE: HPE) as an investment, our belief is that AI stocks have greater hope to deliver higher returns in a shorter time and do that in a shorter time. 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.