Here’s What Lifted Talen Energy Corporation (TLN) in Q4

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Soumya Eswaran

Wed, Apr 2, 2025, 9:00 AM 4 min read

River Road Asset Management, an concern absorption institution released its “River Road Mid Cap Value Fund” Q4 2024 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, AMG River Road Small Cap Value Fund (Class N) returned 2.97% compared to -1.75% returns for the Russell MidCap Value Index. For the twelvemonth 2024, the money returned 13.56%, compared to Index instrumentality of 13.07%. 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. 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 Mid Cap Value Fund emphasized stocks specified arsenic Talen Energy Corporation (NASDAQ:TLN). Talen Energy Corporation (NASDAQ:TLN) is an autarkic powerfulness shaper and infrastructure company. The one-month instrumentality Talen Energy Corporation (NASDAQ:TLN) was 4.85%, and its shares gained 120.92% of their worth implicit the past 52 weeks. On April 1, 2025, Talen Energy Corporation (NASDAQ:TLN) banal closed astatine $207.44 per stock with a marketplace capitalization of $9.441 billion.

River Road Mid Cap Value Fund stated the pursuing regarding Talen Energy Corporation (NASDAQ:TLN) successful its Q4 2024 capitalist letter:

"Another apical contributor was Talen Energy Corporation (NASDAQ:TLN), a starring autarkic powerfulness producer. TLN boasts a divers 10.7 GW procreation portfolio spanning atomic (48%), earthy state (41%), and ember (11%) assets crossed the PJM (northeastern states) and WECC (western regions). The electrical grid faces mounting unit from rapidly escalating demand, fueled by transformative technologies similar artificial quality (AI). Consequently, the terms of cleanable and reliable atomic powerfulness is expected to summation significantly. TLN’s crown jewel, the Susquehanna atomic facility, enjoys dual advantages: a taxation recognition safeguarding its currency travel downside and upside currency travel imaginable arsenic powerfulness prices respond to caller agreements. These benefits are exemplified by TLN’s caller declaration with Amazon® and Constellation Energy Group’s (CEG) plans to reactivate Three Mile Island to conscionable Microsoft’s® demand.

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