Soumya Eswaran
Wed, January 14, 2026 astatine 8:26 AM CST 3 min read
Middle Coast Investing, an concern advisor firm, released its fourth-quarter 2025 capitalist letter. 2025 was a bully twelvemonth for the steadfast arsenic good arsenic for the broader market. A transcript of the missive tin beryllium downloaded here. Stock markets thin to emergence but often revert to their humanities average. For the past 3 years, the S&P 500 has reported a 21.2% annualized return, which is supra the mean. So, the signs of slowing maturation person already been evident. The steadfast ever focuses connected investing successful bully companies astatine just prices. In Q4 2025, the US Portfolios returned 2.7% compared to 2.3% for the S&P 500. It’s Core U.S. portfolios returned 1.9% portion the Russell 2000 returned 1.9%, the S&P 600 returned 1.3% and the Nasdaq generated 2.6% for the aforesaid period. Also, its European Portfolios fell by -0.4%. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its fourth-quarter 2025 capitalist letter, Middle Coast Investing highlighted stocks specified arsenic HNI Corporation (NYSE:HNI). HNI Corporation (NYSE:HNI) is simply a starring workplace furnishings and residential gathering products manufacturer. On January 13, 2026, HNI Corporation (NYSE:HNI) banal closed astatine $44.87 per share. One-month instrumentality of HNI Corporation (NYSE:HNI) was 5.63%, and its shares mislaid 11.06% of their worth implicit the past 52 weeks. HNI Corporation (NYSE:HNI) has a marketplace capitalization of $2.057 billion.
Middle Coast Investing stated the pursuing regarding HNI Corporation (NYSE:HNI) successful its 4th fourth 2025 capitalist letter:
"HNI Corporation (NYSE:HNI) is technically not a caller bargain for us. We received astir of our shares erstwhile HNI bought retired SCS, though I besides bought a fewer shares successful the past week of the year. As a Top 10 portfolio holding, it merits immoderate discussion.
HNI Corporation (NYSE:HNI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 25 hedge money portfolios held HNI Corporation (NYSE:HNI) astatine the extremity of the 3rd quarter, up from 16 successful the erstwhile quarter. While we admit the imaginable of HNI Corporation (NYSE:HNI) 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.

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