Soumya Eswaran
Thu, November 20, 2025 astatine 7:49 AM CST 2 min read
Tourlite Capital Management, an concern absorption firm, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Tourlite Fund, LP returned -2.0% successful the 3rd 4th of 2025 compared to 8.1% and 12.4% returns for the S&P 500 and the Russell 2000 Indexes. Since its inception, the money has achieved annualized returns of 8.6%, compared to 13.4% and 6.3% for the Indexes, respectively. The steadfast observed that the emergence successful speculative, lower-quality stocks is akin to the inclination seen successful precocious 2021. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, Tourlite Capital Management highlighted stocks specified arsenic FTAI Aviation Ltd. (NASDAQ:FTAI). FTAI Aviation Ltd. (NASDAQ:FTAI) owns and acquires aviation instrumentality for the proscription of goods and people. The one-month instrumentality of FTAI Aviation Ltd. (NASDAQ:FTAI) was -4.16%, and its shares mislaid 3.63% of their worth implicit the past 52 weeks. On November 19, 2025, FTAI Aviation Ltd. (NASDAQ:FTAI) banal closed astatine $164.99 per share, with a marketplace capitalization of $16.924 billion.
Tourlite Capital Management stated the pursuing regarding FTAI Aviation Ltd. (NASDAQ:FTAI) successful its 3rd 4th 2025 capitalist letter:
"In summation to continued beardown fundamentals and increasing marketplace adoption of its offerings, FTAI Aviation Ltd. (NASDAQ:FTAI) has respective catalysts implicit the coming months, including an capitalist time astatine its Montreal facility, anticipated FAA support for its 3rd PMA part, and the imaginable motorboat of a 2nd Strategic Capital Initiative (SCI) vehicle. We proceed to spot a way for FTAI to beryllium worthy implicit $250 per stock implicit the adjacent 12 months."
FTAI Aviation Ltd. (NASDAQ:FTAI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge money portfolios held FTAI Aviation Ltd. (NASDAQ:FTAI) astatine the extremity of the 2nd quarter, compared to 49 successful the erstwhile quarter. While we admit the imaginable of FTAI Aviation Ltd. (NASDAQ:FTAI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
In another article, we covered FTAI Aviation Ltd. (NASDAQ:FTAI) and shared the database of banal quality you can’t miss arsenic investors ticker AI commercialized momentum. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.

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