Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered marginal gains in the fourth quarter of 2025. The Russell 2000® Value Index outperformed the Russell 2000® Growth Index in the quarter, with more balanced results. In line with the broader stock market, small-cap stocks delivered solid results in 2025. The Russell 2000 Growth Index returned 13.01%, outperforming the Russell 2000 Value Index’s 12.58% gain. The firm anticipates a favorable year ahead for equity markets. The letter outlined the potential opportunities within Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending sectors heading to 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as BrightSpring Health Services, Inc. (NASDAQ:BTSG). BrightSpring Health Services, Inc. (NASDAQ:BTSG) is a US-based home and community-based healthcare services platform. On February 13, 2026, BrightSpring Health Services, Inc. (NASDAQ:BTSG) stock closed at $38.86 per share. One-month return of BrightSpring Health Services, Inc. (NASDAQ:BTSG) was -1.38%, and its shares are up 75.33% over the past twelve months. BrightSpring Health Services, Inc. (NASDAQ:BTSG) has a market capitalization of $6.973 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding BrightSpring Health Services, Inc. (NASDAQ:BTSG) in its fourth quarter 2025 investor letter:
“BrightSpring Health Services, Inc. (NASDAQ:BTSG) provides a home and community based healthcare services platform with a focus on specialty pharmaceuticals and complex patient care. The company reported another strong quarter with both revenues and EBITDA up significantly, far outpacing its historical growth rate prior to going public in 2024. Recent success has been driven by contract wins for limited distribution, high-margin drugs that are used to treat complex conditions such as autoimmune disorders and cancers. In addition, the company’s stock was added to several important S&P indices, including the S&P SmallCap 600®, the S&P 600 Healthcare Sector, the S&P Composite 1500®, and the S&P 1000® Index.”
BrightSpring Health Services, Inc. (NASDAQ:BTSG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge fund portfolios held BrightSpring Health Services, Inc. (NASDAQ:BTSG) at the end of the third quarter, compared to 51 in the previous quarter. While we acknowledge the risk and potential of BrightSpring Health Services, Inc. (NASDAQ:BTSG) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BrightSpring Health Services, Inc. (NASDAQ:BTSG) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered BrightSpring Health Services, Inc. (NASDAQ:BTSG) and shared best IPO stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
