American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S. stocks advanced during the quarter, with large-cap stocks slightly outperforming small-cap stocks, while both groups did better than mid-cap stocks. Across all market capitalization categories, value-style stocks surpassed growth-style stocks. The economy grew at an annualized rate of 4.3% in the third quarter, compared to 3.8% in the previous quarter, and corporate earnings also showed improvement. Although inflation eased, unemployment rose to 4.6% in November. The Fund recorded a return of -1.06% (Investor) for the quarter, while the Russell 2000 Value Index returned 3.26%. This underperformance of the Fund can be attributed to both allocation choices and stock selection. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, American Century Investments Small Cap Value Fund highlighted stocks like Amkor Technology, Inc. (NASDAQ:AMKR). Amkor Technology, Inc. (NASDAQ:AMKR) is a leading semiconductor packaging and test services provider. On April 2, 2026, Amkor Technology, Inc. (NASDAQ:AMKR) stock closed at $46.70 per share. One-month return of Amkor Technology, Inc. (NASDAQ:AMKR) was 12.23%, and its shares gained 213.84% over the past 52 weeks. Amkor Technology, Inc. (NASDAQ:AMKR) has a market capitalization of $11.55 billion.
American Century Investments Small Cap Value Fund stated the following regarding Amkor Technology, Inc. (NASDAQ:AMKR) in its fourth quarter 2025 investor letter:
“Amkor Technology, Inc. (NASDAQ:AMKR): This provider of assembly and testing services to chipmakers has benefited from signs of recovery in end markets and from its growing focus on artificial intelligence packaging solutions. We believe the push to make chips domestically has been beneficial to Amkor, as it is one of two companies in the U.S. capable of providing large-scale advanced packaging solutions.”
Amkor Technology, Inc. (NASDAQ:AMKR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 48 hedge fund portfolios held Amkor Technology, Inc. (NASDAQ:AMKR) at the end of the fourth quarter, up from 35 in the previous quarter. While we acknowledge the risk and potential of Amkor Technology, Inc. (NASDAQ:AMKR) 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 Amkor Technology, Inc. (NASDAQ:AMKR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Amkor Technology, Inc. (NASDAQ:AMKR) and shared the list of best stocks to buy according to billionaire Rob Citrone. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
