Here’s What Makes CACI International Inc (CACI) a Compelling Investment

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Soumya Eswaran

Wed, Apr 2, 2025, 6:06 AM 3 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 CACI International Inc (NYSE:CACI). CACI International Inc (NYSE:CACI) provides expertise and exertion to endeavor and ngo customers successful enactment of nationalist information successful the intelligence, defense, and national civilian sectors. The one-month instrumentality of CACI International Inc (NYSE:CACI) was 1.94%, and its shares gained 0.03% of their worth implicit the past 52 weeks. On April 1, 2025, CACI International Inc (NYSE:CACI) banal closed astatine $369.90 per stock with a marketplace capitalization of $8.293 billion.

River Road Mid Cap Value Fund stated the pursuing regarding CACI International Inc (NYSE:CACI) successful its Q4 2024 capitalist letter:

"The largest caller presumption added during the 4th was CACI International Inc (NYSE:CACI). CACI International Inc. (Cl A) (CACI) is simply a starring supplier of expertise and exertion services supporting nationalist information missions and authorities modernization for intelligence, defense, and national civilian customers. The Department of Defense accounts for 74% of revenues, with Federal Civilian Agencies contributing 21% and commercialized customers the remaining 4%. In caller years, CACI has strategically shifted toward addressing analyzable exertion challenges crossed the national authorities portion reducing its absorption connected basal nonrecreational services. Michael Daniels, erstwhile elder VP of SAIC, has served arsenic president since January 2021, portion John Mengucci has been president and CEO since June 2019.

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