Timesquare Capital Management, a variable income investment management company, published its 2025 “USA Investor Charter. UU. Growth Growth Strategy of Cap-Growth”. A copy of the letter can be downloaded here. During the quarter, the fund returned 13.13% (gross) and 12.91% (net), compared to the yield of 18.20% of the Russell Midcap® growth index. The actions registered two digit returns in the second quarter as the global economic activity measures rose. In addition, see the five main participations of the Fund to learn about your best selections in 2025.
In its 2025 investor letter in the second quarter, the growth strategy of CAP MID Cap Capital of Timesquare Capital highlighted actions such as Curtiss-Wright Corporation (NYSE: CW). Curtiss-Wright Corporation (NYSE: CW) is an industrial company that provides products, solutions and engineering services mainly to aerospace and defense, commercial energy, processes and industrial markets worldwide. The return of a month of Curtiss-Wright Corporation (NYSE: CW) was 10.02%, and their shares earned 57.51% of their value in the last 52 weeks. On September 29, 2025, the actions of Curtiss-Wright Corporation (NYSE: CW) closed to $ 530.68 per share, with a market capitalization of $ 19,995 billion.
Timesquare’s growth strategy US MID CAP declared the following with respect to Curtiss-Wright Corporation (NYSE: CW) in its second quarter of 2025 Investor Letter:
“Another impulse came from Curtiss-Wright Corporation (NYSE: CW), which designs and manufactures critical mission pumps, valves, actuators, controls and computing computing for aerospace, defense, industrial and electrical companies. He informed higher results than expected in all the main metrics, and management increased its recent orientation by 2025. Sales were especially strong with defense electronic (mainly computing boards specialized in helicopters) and nuclear (maintenance of civil reactors and next generation development). Curtiss-Wright has mitigation plans for possible tariffs and continues to improve its margins with operational improvements. As their shares earned 54%, we cut our holdings. “
Curtiss-Wright Corporation (NYSE: CW) is not on our list of 30 most popular actions among coverage funds. According to our database, 60 coverage wallets kept Curtiss-Wright Corporation (NYSE: CW) at the end of the second quarter, which was 46 in the previous quarter. Curtiss-Wright Corporation (NYSE: CW) reported sales of $ 877 million in the second quarter of 2025, which represents an increase of 12% year after year and with an organic growth of 9%. While we recognize the potential of Curtiss-Wright Corporation (NYSE: CW) as an investment, we believe that certain AI actions offer greater upward potential and have less downward risk. If you are looking for an extremely undervalued action that also benefits significantly from the Trump era tariffs and the wave trend, see our free report on the The best short -term AI actions.
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