Cullen Capital Administration, LLC, working below the identify Schafer Cullen Capital Administration, Inc. (SCCM), has launched its “SCCM Small Cap Worth Fairness Technique” third-quarter investor letter. A duplicate of the letter could be downloaded right here. The US fairness market continued the rally within the third quarter, with the Russell 2000 returning 12.4% and the Russell 2000 Worth surging 12.6%. The Small Cap Worth Fairness technique returned 14.4% (gross of charges) and 14.2% (internet of charges) within the quarter. The small caps delivered robust leads to the quarter, pushed by Fed charge cuts, broad-based financial resilience, and renewed investor urge for food for threat. As well as, you may examine the fund’s high 5 holdings to find out its finest picks for 2025.
In its third-quarter 2025 investor letter, SCCM Small Cap Worth Fairness Technique highlighted shares equivalent to Unisys Company (NYSE:UIS). Unisys Company (NYSE:UIS) is an data expertise options firm. The one-month return of Unisys Company (NYSE:UIS) was -25.21%, and its shares misplaced 67.49% of their worth over the past 52 weeks. On November 26, 2025, Unisys Company (NYSE:UIS) inventory closed at $2.64 per share, with a market capitalization of $188.248 million.
SCCM Small Cap Worth Fairness Technique acknowledged the next concerning Unisys Company (NYSE:UIS) in its third quarter 2025 investor letter:
“Unisys Company (NYSE:UIS) was offered through the quarter following weaker-than-expected income tendencies and chronic execution challenges in key digital transformation contracts. Margin growth has stalled amid larger value pressures and delayed mission ramp-ups, lowering near-term visibility and risk-adjusted return potential.”
Unisys Company (NYSE:UIS) will not be on our record of 30 Most Standard Shares Amongst Hedge Funds. As per our database, 24 hedge fund portfolios held Unisys Company (NYSE:UIS) on the finish of the second quarter, which was 23 within the earlier quarter. Whereas we acknowledge the potential of Unisys Company (NYSE:UIS) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back threat. If you happen to’re on the lookout for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
In one other article, we lined Unisys Company (NYSE:UIS) and shared the record of small-cap tech shares hedge funds had been shopping for in Q2. As well as, please try our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main buyers.
