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 BETA Technologies, Inc. (NYSE:BETA). BETA Technologies, Inc. (NYSE:BETA) is an aerospace company that designs and manufactures electric aircraft, advanced electric propulsion systems, and charging systems and components. On March 23, 2026, BETA Technologies, Inc. (NYSE:BETA) stock closed at $15.39 per share. One-month return of BETA Technologies, Inc. (NYSE:BETA) was -18.09%, and YTD its shares lost 45.44%. BETA Technologies, Inc. (NYSE:BETA) has a market capitalization of $3.67 billion.
Brown Advisory Mid-Cap Growth Strategy stated the following regarding BETA Technologies, Inc. (NYSE:BETA) in its fourth quarter 2025 investor letter:
“BETA Technologies, Inc. (NYSE:BETA) is a next-generation electric aircraft manufacturer developing two streamlined aircraft alongside an integrated fast-charging infrastructure, with the goal of enabling safer and more cost-effective electric aviation across cargo, medical, and military applications. We participated in the company’s IPO and exited our small position during the quarter.”
BETA Technologies, Inc. (NYSE:BETA) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 27 hedge fund portfolios held BETA Technologies, Inc. (NYSE:BETA) at the end of the fourth quarter. While we acknowledge the risk and potential of BETA Technologies, Inc. (NYSE:BETA) 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 BETA Technologies, Inc. (NYSE:BETA) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered BETA Technologies, Inc. (NYSE:BETA) and shared a list of newly-listed NYSE 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.
