Long Cast Advisers, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Portfolio’s cumulative net return increased by 1%, but the cumulative portfolio for the year remained flat. Since its inception in November 2015, the portfolio has delivered a cumulative return of 271% net of fees, outperforming major indices such as the Russell 2000 Index, the iShares US MicroCap ETF, and the iShares SmallCap EAFE (ex-N. Am) ETF for small-cap equities. By year-end, the 28 SMA accounts managed by Long Cast had an AUM of $12M. The firm, with its long-term focus on small companies, has seen returns that varied relative to the broader market, as reflected in its 10-year performance history. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Long Cast Advisers highlighted stocks like Research Solutions, Inc. (NASDAQ:RSSS). Research Solutions, Inc. (NASDAQ:RSSS) is a cloud-based technology company that provide research solutions for corporate, academic, government and individual researchers. On March 12, 2026, Research Solutions, Inc. (NASDAQ:RSSS) stock closed at $2.28 per share. One-month return of Research Solutions, Inc. (NASDAQ:RSSS) was -8.80%, and its shares lost 23.23% over the past 52 weeks. Research Solutions, Inc. (NASDAQ:RSSS) has a market capitalization of $75.024 million.
Long Cast Advisers stated the following regarding Research Solutions, Inc. (NASDAQ:RSSS) in its fourth quarter 2025 investor letter:
“Research Solutions, Inc. (NASDAQ:RSSS) ($2.57 avg price). The company sells a subscription product on a per seat basis to an industry that faces contraction as a result of the US federal government withdrawing funds from research and science. My divergent view is that I think it can gain share in a shrinking market, while the stock market prices this as if it can’t.”
Research Solutions, Inc. (NASDAQ:RSSS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 6 hedge fund portfolios held Research Solutions, Inc. (NASDAQ:RSSS) at the end of the fourth quarter, compared to 5 in the previous quarter. The Q2 2026 revenue of Research Solutions, Inc. (NASDAQ:RSSS) was $11.8 million, compared to $11.9 million in Q2 2025. While we acknowledge the risk and potential of Research Solutions, Inc. (NASDAQ:RSSS) 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 Research Solutions, Inc. (NASDAQ:RSSS) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Research Solutions, Inc. (NASDAQ:RSSS) and shared Long Cast Advisers’ 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.
