Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index ended Q1 down 4.3%, marking a turbulent start to 2025. The volatility that began in February was triggered by factors including policy uncertainties, economic deceleration, and AI investment sustainability concerns. The market’s first intra-quarter drawdown exceeded 10% in 28 months. Adding to the uncertainty, the 10-year U.S. Treasury yield declined from 4.8% to 4.25%, leading to an equity market rotation favoring defensive sectors, quality stocks, and dividend-yielding equities over growth and momentum-driven investments, with top-performing sectors like energy, healthcare, and consumer staples. Moreover, the quarter saw market participation broaden, with index leadership shifting from mega-cap technology companies to a more diverse base of stocks, as evidenced by the S&P 500® Equal Weight Index’s outperformance. Additionally, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its first-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 24.22%, and its shares gained 26.82% of their value over the last 52 weeks. On May 19, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $159.64 per share with a market capitalization of $443.237 billion.
Carillon Eagle Growth & Income Fund stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q1 2025 investor letter:
“Oracle Corporation’s (NYSE:ORCL) earnings guidance fell short of expectations after the stock’s strong run in 2024. Bookings were strong, but investors were still skeptical about the company’s ability to execute. The company did lose a small government contract, which created consternation about additional government cancellations.”
A team of IT professionals meticulously crafting a large-scale enterprise performance management system.
Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 105 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the fourth quarter compared to 91 in the third quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) 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 another article, we covered Oracle Corporation (NYSE:ORCL) and shared Polen Focus Growth Strategy’s views the company. Aristotle Atlantic Large Cap Growth Strategy established a position in Oracle Corporation (NYSE:ORCL) during the first quarter based on its strong growth potential and promising future performance. In addition, please check out our hedge fund investor letters Q1 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.
