What Makes MSA Safety Incorporated (MSA) an Investment Choice?

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q2 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell 2500 Value Index, in the second quarter. The underperformance was primarily driven by stock selection, while the allocation effect had a small positive impact. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Riverwater Sustainable Value Strategy highlighted stocks such as MSA Safety Incorporated (NYSE:MSA). MSA Safety Incorporated (NYSE:MSA) develops, manufactures, and supplies safety products and technology solutions. The one-month return of MSA Safety Incorporated (NYSE:MSA) was 0.61%, and its shares lost 0.17% of their value over the last 52 weeks. On September 05, 2025, MSA Safety Incorporated (NYSE:MSA) stock closed at $170.46 per share, with a market capitalization of $6.672 billion.

Riverwater Sustainable Value Strategy stated the following regarding MSA Safety Incorporated (NYSE:MSA) in its second quarter 2025 investor letter:

“MSA Safety Incorporated (NYSE:MSA): MSA manufactures safety equipment (firefighter helmets, SCBA air respirators, gas detection devices and much more) for hazardous environments across oil & gas, construction, mining, and military applications. As the world navigates energy transition and electrification, safety remains paramount for executives, positioning MSA to benefit from sustained demand. We acquired this high-quality company at a discount to its historical valuation.

During our investment career of analyzing and learning about successful companies, it’s clear that safety is a priority for many top-performing organizations. We’ve been watching MSA Safety (MSA) for a while and are excited about the opportunity to buy a high-quality company at a discount relative to its historical valuation. As the world navigates the energy and electrification transition, safety will continue to be at the forefront of executives’ decision-making, and MSA is poised to benefit.”

Why MSA Safety (MSA) is a Strong Buy and Hold Dividend Stock

MSA Safety Incorporated (NYSE:MSA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held MSA Safety Incorporated (NYSE:MSA) at the end of the second quarter, which was 28 in the previous quarter. MSA Safety Incorporated (NYSE:MSA) reported second-quarter net sales of $474 million, marking 3% increase on a reported basis or flat organic over the prior year.While we acknowledge the risk and potential MSA Safety Incorporated (NYSE:MSA) 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 MSA Safety Incorporated (NYSE:MSA) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered MSA Safety Incorporated (NYSE:MSA) and shared SouthernSun Asset Management’s views on the company. In addition, please check out our hedge fund investor letters Q2 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.