TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) in the fourth quarter compared to a 1.22% return for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the quarter on a positive note, with Europe leading, followed by Emerging Markets. In most markets, large caps outperformed small caps. The trade truce between the United States and China was prolonged for an additional year, but global geopolitical concerns, whether related to tariffs or not, persisted. Third-quarter GDP exceeded expectations, but consumer caution persists amid ongoing labor-market softening, influencing the Fed’s decision on interest-rate cuts. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted Uranium Energy Corp. (AMEX:UEC). Uranium Energy Corp. (AMEX:UEC) is an energy company that supplies nuclear fuel components for the nuclear power industry. On April 1, 2026, Uranium Energy Corp. (AMEX:UEC) closed at $13.43 per share. One-month return of Uranium Energy Corp. (AMEX:UEC) was -1.97%, and its shares gained 201.80% over the past 52 weeks. Uranium Energy Corp. (AMEX:UEC) has a market capitalization of $6.58 billion.
TimesSquare Capital U.S. Small Cap Growth Strategy stated the following regarding Uranium Energy Corp. (AMEX:UEC) in its fourth quarter 2025 investor letter:
“Often, the Energy sector moves in lockstep with the underlying commodity prices. Here, we aim to find companies that are either low-cost exploration and production companies with high-yielding fields, or specialized service providers. For example, Uranium Energy Corp. (AMEX:UEC) is the largest licensed uranium miner in the U.S. We believe it is well-positioned to benefit from the renewed focus on nuclear power as a long-term energy solution and from U.S. efforts to strengthen domestic nuclear fuel supply chains for national security. However, recent volatility in uranium prices weighed on the stock, which declined -12% during the quarter. We continued to build our position in Uranium Energy after our first purchases at the end of September.”
Uranium Energy Corp. (AMEX:UEC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge fund portfolios held Uranium Energy Corp. (AMEX:UEC) at the end of the fourth quarter, up from 41 in the previous quarter. While we acknowledge the risk and potential of Uranium Energy Corp. (AMEX:UEC) 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 Uranium Energy Corp. (AMEX:UEC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Uranium Energy Corp. (AMEX:UEC) and shared the list of best strong buy stocks to invest in under $20. 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.
