Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy returned +3.9 % (in EUR, unhedged) in the third quarter, underperforming its benchmark’s 7.5% return. Since its inception, the strategy has delivered an annualized return of 10% compared to 11% for the global equities. The firm’s selection of highly profitable quality companies was not rewarded by the market, which instead focused on riskier, growth-focused, and often unprofitable companies. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025.
In its third-quarter 2025 investor letter, Rothschild & Co LongRun Equity highlighted stocks such as Cadence Design Systems, Inc. (NASDAQ:CDNS). Cadence Design Systems, Inc. (NASDAQ:CDNS) is a global provider of software, hardware, and other services. The one-month return of Cadence Design Systems, Inc. (NASDAQ:CDNS) was 3.72%, and its shares gained 2.97% of their value over the last 52 weeks. On December 24, 2025, Cadence Design Systems, Inc. (NASDAQ:CDNS) stock closed at $317.76 per share, with a market capitalization of $86.586 billion.
Rothschild & Co LongRun Equity stated the following regarding Cadence Design Systems, Inc. (NASDAQ:CDNS) in its third quarter 2025 investor letter:
“In this section, we take a closer look at one of our recent investments, Cadence Design Systems, Inc. (NASDAQ:CDNS), a company that provides the essential tools to design the chips powering today’s most advanced technologies.
