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 Synopsys, Inc. (NASDAQ:SNPS). Synopsys, Inc. (NASDAQ:SNPS) offers electronic design automation software products used to design and test integrated circuits. The one-month return of Synopsys, Inc. (NASDAQ:SNPS) was 16.13%, and its shares lost 4.88% of their value over the last 52 weeks. On December 24, 2025, Synopsys, Inc. (NASDAQ:SNPS) stock closed at $475.75 per share, with a market capitalization of $91.02 billion.
Rothschild & Co LongRun Equity stated the following regarding Synopsys, Inc. (NASDAQ:SNPS) in its third quarter 2025 investor letter:
“During the third quarter, we initiated two new positions – Amazon and Synopsys, Inc. (NASDAQ:SNPS) – financed through a reduction in cash holdings, a partial sale of Alphabet, and a full exit from Accenture.
