Here’re the Reasons to Invest in GXO Logistics (GXO)

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Soumya Eswaran

Wed, Apr 2, 2025, 5:03 AM 4 min read

River Road Asset Management, an concern absorption institution released its “River Road Small Cap Value Fund” Q4 2024 capitalist letter. A transcript of the missive tin be downloaded here. In the 4th quarter, AMG River Road Small Cap Value Fund (Class N) returned 7.35% compared to -1.06% returns for the Russell 2000® Value Index. For the twelvemonth 2024, the money returned 14.07%, importantly outperforming Index instrumentality of 8.06%. Stocks rallied successful November aft a Republican triumph but declined sharply pursuing hawkish Fed comments. Shorter duration stocks, including tiny caps and value, mislaid astir of their post-election gains by the extremity of December. Small caps lagged their ample antagonistic parts for 8 consecutive years. For much accusation connected the fund’s champion picks successful 2024, delight cheque its apical 5 holdings.

In its 4th fourth 2024 capitalist letter, River Road Small Cap Value Fund emphasized stocks specified arsenic GXO Logistics, Inc. (NYSE:GXO). Incorporated successful 2021, GXO Logistics, Inc. (NYSE:GXO) is simply a logistics services provider. The one-month instrumentality of GXO Logistics, Inc. (NYSE:GXO) was 2.36%, and its shares mislaid 23.11% of their worth implicit the past 52 weeks. On April 1, 2025, GXO Logistics, Inc. (NYSE:GXO) banal closed astatine $39.39 per stock with a marketplace capitalization of $4.708 billion.

River Road Small Cap Value Fund stated the pursuing regarding GXO Logistics, Inc. (NYSE:GXO) successful its Q4 2024 capitalist letter:

"The largest caller presumption added during the 4th was GXO Logistics, Inc. (NYSE:GXO). GXO Logistics is 1 of the world’s largest dedicated outsourced warehousing providers with ~200 cardinal quadrate feet of capableness crossed ~1,000 facilities successful 27 countries. The institution specializes successful providing value-add warehousing and organisation solutions, including bid fulfillment, e-commerce, reverse logistics, and different proviso concatenation services. GXO’s superior extremity markets see omni-channel retail (42% of sales), exertion and user electronics (15%), nutrient and beverage (11%), user packaged goods (11%), concern (11%), and different (7%). GXO came nationalist done a spinoff from XPO Logistics connected August 2, 2021. Company laminitis Brad Jacobs is simply a famed entrepreneur and has a agelong way grounds of worth creation. He has founded businesses successful lipid brokerage, discarded services (started United Waste and sold it to Waste Management), instrumentality rental (founded United Rentals), and logistics industries (founded XPO). He presently serves arsenic Chairman of GXO. CEO Malcom Wilson plans to discontinue successful 2025 erstwhile a successor is named. GXO is based successful Greenwich, CT.

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