Do You Believe in the Growth Potential of FTAI Aviation (FTAI)?

Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Tourlite Fund, LP returned -2.0% in the third quarter of 2025 compared to 8.1% and 12.4% returns for the S&P 500 and the Russell 2000 Indexes. Since its inception, the fund has achieved annualized returns of 8.6%, compared to 13.4% and 6.3% for the Indexes, respectively. The firm observed that the rise in speculative, lower-quality stocks is similar to the trend seen in late 2021. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Tourlite Capital Management highlighted stocks such as FTAI Aviation Ltd. (NASDAQ:FTAI). FTAI Aviation Ltd. (NASDAQ:FTAI) owns and acquires aviation equipment for the transportation of goods and people. The one-month return of FTAI Aviation Ltd. (NASDAQ:FTAI) was -4.16%, and its shares lost 3.63% of their value over the last 52 weeks. On November 19, 2025, FTAI Aviation Ltd. (NASDAQ:FTAI) stock closed at $164.99 per share, with a market capitalization of $16.924 billion.

Tourlite Capital Management stated the following regarding FTAI Aviation Ltd. (NASDAQ:FTAI) in its third quarter 2025 investor letter:

“In addition to continued strong fundamentals and growing market adoption of its offerings, FTAI Aviation Ltd. (NASDAQ:FTAI) has several catalysts over the coming months, including an investor day at its Montreal facility, anticipated FAA approval for its third PMA part, and the potential launch of a second Strategic Capital Initiative (SCI) vehicle. We continue to see a path for FTAI to be worth over $250 per share over the next 12 months.”

FTAI Aviation Ltd. (FTAI): Among Billionaire Quants’ Two Sigma’s 10 Stock Picks with Huge Upside Potential

FTAI Aviation Ltd. (NASDAQ:FTAI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge fund portfolios held FTAI Aviation Ltd. (NASDAQ:FTAI) at the end of the second quarter, compared to 49 in the previous quarter. While we acknowledge the risk and potential of FTAI Aviation Ltd. (NASDAQ:FTAI) 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 FTAI Aviation Ltd. (NASDAQ:FTAI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered FTAI Aviation Ltd. (NASDAQ:FTAI) and shared the list of stock news you can’t miss as investors watch AI trade momentum. In addition, please check out our hedge fund investor letters Q3 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.