Middle Coast Investing’s Q4 2025 Investor Letter

Middle Coast Investing, an investment advisor firm, released its fourth-quarter 2025 investor letter. 2025 was a good year for the firm as well as for the broader market. Stock markets tend to rise but often revert to their historical average. For the past three years, the S&P 500 has reported a 21.2% annualized return, which is above the mean. So, the signs of slowing growth have already been evident. The firm always focuses on investing in good companies at fair prices. In Q4 2025, the US Portfolios returned 2.7% compared to 2.3% for the S&P 500. It’s Core U.S. portfolios returned 1.9% while the Russell 2000 returned 1.9%, the S&P 600 returned 1.3% and the Nasdaq generated 2.6% for the same period. Also, its European Portfolios fell by -0.4%. In addition, please check the Fund’s top five holdings to know its best picks in 2025.

A copy of Middle Coast Investing’s Q4 2025 investor letter can be downloaded here.