Blue Tower Asset Management, an asset management company, released its fourth-quarter 2025 investor letter. The strategy delivered its best results so far in 2025, outperforming the market on both an absolute and relative basis. In Q4 2025, the Blue Tower Global Value strategy delivered 13.15% net (13.46% gross), bringing the 2025 returns to 53.11% (54.75% gross). Enova and Georgia Capital (CGEO) were the leading performance contributors in Q4 and 2025, with Enova gaining 64% and CGEO gaining 178% in 2025. In addition, please check the Strategy’s top five holdings to know its best picks...
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