Vulcan Value Partners’ Q2 2025 Investor Letter

Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. The firm does not focus on short-term outcomes, whether positive or negative, and believes it can enhance the potential long-term returns and reduce risk. In the quarter, the Large Cap Composite returned 7.0% net of fees and expenses, the Small Cap Composite returned 6.7% net, the Focus Composite returned 9.5% net, the Focus Plus composite returned 8.8% and the All-Cap Composite returned 8.1% net. For more information on the fund’s best picks in 2025, please check its top five holdings.

A copy of Vulcan Value Partners’ Q2 2025 investor letter can be downloaded here.