Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, Kingdom Capital Advisors (KCA Value Composite) returned -7.08% (net of fees), compared to -9.48% for the Russell 2000 TR, -4.27% for the S&P 500 TR, and -8.07% for the NASDAQ 100 TR. Investors and international leaders grappled with Trump’s increasing tariffs in Q1. Markets speculated on long-term business impacts, with initial market verdicts being harsh. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its first-quarter 2025 investor letter, Kingdom Capital Advisors highlighted stocks such as A.k.a. Brands Holding Corp. (NYSE:AKA). A.k.a. Brands Holding Corp. (NYSE:AKA) is a portfolio of online fashion brands. The one-month return of A.k.a. Brands Holding Corp. (NYSE:AKA) was 20.63%, and its shares lost 24.83% of their value over the last 52 weeks. On June 18, 2025, A.k.a. Brands Holding Corp. (NYSE:AKA) stock closed at $10.81 per share with a market capitalization of $115.827 million.
Kingdom Capital Advisors stated the following regarding A.k.a. Brands Holding Corp. (NYSE:AKA) in its Q1 2025 investor letter:
“Another tariff-exposed position is A.k.a. Brands Holding Corp. (NYSE:AKA), which sources most of their products from China. They issued guidance after initial Chinese tariffs were implemented (20% increase in duties on their products), and they could continue to be vulnerable to trade policy further escalating with China. What isn’t directly subject to trade policy is the continued demand for their trendy products, and even with some headwinds in Australia, they are expecting another year of double-digit US sales growth as they roll out more US stores. Every data feed I’ve checked shows continued acceleration in consumer demand despite fears about consumers at large. We’re planning to visit their flagship store in Vegas this month, so if you see me or Mike sporting some new streetwear in the next few months, you’ll know what happened.”
A well-dressed customer trying on a fashionable garment from the company’s retail shops.
A.k.a. Brands Holding Corp. (NYSE:AKA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held A.k.a. Brands Holding Corp. (NYSE:AKA) at the end of the first quarter, which was 1 in the previous quarter. A.k.a. Brands Holding Corp.’s (NYSE:AKA) first quarter sales grew 12% on a constant currency basis to $129 million. While we acknowledge the potential of A.k.a. Brands Holding Corp. (NYSE:AKA) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.
In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of AKA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
