Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes that the Strategy underperformed in 2025 because it did not own Palantir Technologies Inc (PLTR). The Strategy focuses on achieving solid risk-adjusted returns by investing in high-quality compounders with fair valuations and market capitalizations between $2 billion and $50 billion at the time of purchase. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks like Medline Inc. (NASDAQ:MDLN). Medline Inc. (NASDAQ:MDLN) is a healthcare company that manufactures med-surg products for hospitals, surgery centers, physician offices, post-acute facilities, and nursing home sites of care. On March 23, 2026, Medline Inc. (NASDAQ:MDLN) stock closed at $42.48 per share. The one-month return of Medline Inc. (NASDAQ:MDLN) was -15.02%, and YTD its shares gained 1.14%. Medline Inc. (NASDAQ:MDLN) has a market capitalization of $34.479 billion.
Brown Advisory Mid-Cap Growth Strategy stated the following regarding Medline Inc. (NASDAQ:MDLN) in its fourth quarter 2025 investor letter:
“After following the company for years, we purchased shares of Medline Inc.’s (NASDAQ:MDLN) IPO in the quarter and subsequently added to our position. Medline is a differentiated business offering exposure to both medical technology demand and provider volumes through its vertically integrated manufacturing and distribution platform. The data from its scaled distribution business informs the higher margin manufacturing business, a key competitive advantage.”
Medline Inc. (NASDAQ:MDLN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge fund portfolios held Medline Inc. (NASDAQ:MDLN) at the end of the fourth quarter. While we acknowledge the risk and potential of Medline Inc. (NASDAQ:MDLN) 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 Medline Inc. (NASDAQ:MDLN) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Medline Inc. (NASDAQ:MDLN) and shared a list of best young stocks to buy and hold for 20 years. 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.
