TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) in the fourth quarter compared to a 1.22% return for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the quarter on a positive note, with Europe leading, followed by Emerging Markets. In most markets, large caps outperformed small caps. The trade truce between the United States and China was prolonged for an additional year, but global geopolitical concerns, whether related to tariffs or not, persisted. Third-quarter GDP exceeded expectations, but consumer caution persists amid ongoing labor-market softening, influencing the Fed’s decision on interest-rate cuts. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS). NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is a late-stage biopharmaceutical company that develops therapies for cardiovascular diseases. The one-month return for NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) was 8.86%, and its shares gained 82.28% over the last 52 weeks. On April 1, 2026, NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) stock closed at $32.81 per share, with a market capitalization of $3.77 billion.
TimesSquare Capital U.S. Small Cap Growth Strategy stated the following regarding NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) in its fourth quarter 2025 investor letter:
“Our preferences among Health Care stocks are those companies providing novel therapies for unmet needs that command premium pricing, or specialized service providers. Shares in the biopharma developer of cholesterol inhibitors for cardiovascular diseases, NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS), rose by 23%. Indications were strongly positive for the upcoming trial results for its CETP inhibitor to reduce LDL levels.”
NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 37 hedge fund portfolios held NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) at the end of the fourth quarter, up from 28 in the previous quarter. While we acknowledge the risk and potential of NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) 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 NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) and shared TimesSquare Capital U.S. Small Cap Growth Strategy’s views on the company in the previous quarter. 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.
