Rothschild & Co LongRun Equity Strategy’s Q3 2025 Investor Letter

Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” third-quarter 2025 investor letter. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy returned +3.9% (in EUR, unhedged) in the third quarter, underperforming its benchmark’s 7.5% return. Since its inception, the strategy has delivered an annualized return of 10% compared to 11% for the global equities. The firm’s selection of highly profitable quality companies was not rewarded by the market, which instead focused on riskier, growth-focused, and often unprofitable companies. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025.

A copy of Rothschild & Co LongRun Equity’s Q3 2025 Investor Letter can be downloaded here.