Buckley Capital’s Q1 2025 Investor Letter

Buckley Capital Advisors, an investment management company, released its first quarter 2025 investor letter. The fund returned -0.5% (net) in the quarter compared to -7.7% return for iShares Russell 2000 Value Index and -9.5% return for the iShares Russell 2000 Index. In the quarter, Donald Trump’s aggressive tariff plans increased economic uncertainty. Although tariffs directly impact less than 5% of the portfolio, the firm was prepared for this situation. However, the widespread selling of stocks affected it significantly. The firm focuses on the fundamentally strong companies regardless of the economic environment. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of Buckley Capital’s Q1 2025 investor letter can be downloaded here.