Long Cast Advisers, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Portfolio’s cumulative net return increased by 1%, but the cumulative portfolio for the year remained flat. Since its inception in November 2015, the portfolio has delivered a cumulative return of 271% net of fees, outperforming major indices such as the Russell 2000 Index, the iShares US MicroCap ETF, and the iShares SmallCap EAFE (ex-N. Am) ETF for small-cap equities. By year-end, the 28 SMA accounts managed by Long Cast had an AUM of $12M. The firm, with its long-term focus on small companies, has seen returns that varied relative to the broader market, as reflected in its 10-year performance history. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Long Cast Advisers highlighted stocks like Euronet Worldwide, Inc. (NASDAQ:EEFT). Euronet Worldwide, Inc. (NASDAQ:EEFT) is a leading payment and transaction processing services company that provide a wide range of services. On March 11, 2026, Euronet Worldwide, Inc. (NASDAQ:EEFT) stock closed at $72.46 per share. One-month return of Euronet Worldwide, Inc. (NASDAQ:EEFT) was 6.62%, and its shares lost 29.17% over the past 52 weeks. Euronet Worldwide, Inc. (NASDAQ:EEFT) has a market capitalization of $3.047 billion.
Long Cast Advisers stated the following regarding Euronet Worldwide, Inc. (NASDAQ:EEFT) in its fourth quarter 2025 investor letter:
“As you may recall, CCRD was acquired in October and is no longer listed. Cumulative gains on the stock at year-end exceeded $1M. In 2025 we realized ~60% of these gains (mostly long-term) and rolled the remainder into its acquirer, Euronet Worldwide, Inc. (NASDAQ:EEFT). There is a bear market for legacy payments stalwarts like EEFT, but it is profitable and cash generative, trades for a single digit valuation and has several potential growth tailwinds including the benefits from the CCRD purchase that may reward investors over time.”
Euronet Worldwide, Inc. (NASDAQ:EEFT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held Euronet Worldwide, Inc. (NASDAQ:EEFT) at the end of the fourth quarter, up from 30 in the previous quarter. While we acknowledge the risk and potential of Euronet Worldwide, Inc. (NASDAQ:EEFT) 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 Euronet Worldwide, Inc. (NASDAQ:EEFT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Euronet Worldwide, Inc. (NASDAQ:EEFT) and shared a list of most undervalued fintech 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.
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.
