ClearBridge Small Cap Growth Strategy Added Voyager Technologies (VOYG) Amid Mixed Growth Signals

ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets made an exceptional recovery from steep declines in April with solid performances in May and June. The strategy modestly underperformed the Russell 2000 Growth Index in the quarter, as the market rally was driven by lower market capitalization, lower-quality non-earners, and a retail volume surge favoring momentum and the riskiest stocks. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, ClearBridge Small Cap Growth Strategy highlighted stocks such as Voyager Technologies, Inc. (NYSE:VOYG). Voyager Technologies, Inc. (NYSE:VOYG) is a defense technology and space solutions company. The one-month return of Voyager Technologies, Inc. (NYSE:VOYG) was 7.72% and its shares lost 25.17% of their value in the last three months. On October 03, 2025, Voyager Technologies, Inc. (NYSE:VOYG) stock closed at $31.69 per share, with a market capitalization of $1.869 billion.

ClearBridge Small Cap Growth Strategy stated the following regarding Voyager Technologies, Inc. (NYSE:VOYG) in its second quarter 2025 investor letter:

"Voyager Technologies, Inc. (NYSE:VOYG) is a space and defense supplier with products in missile defense and spacecraft components. Voyager is well positioned to benefit from the increases in both defense spending and space activities in the U.S. — from both the government and private sectors — which offer an array of growth opportunities."

Voyager Technologies, Inc. (NYSE:VOYG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Voyager Technologies, Inc. (NYSE:VOYG) at the end of the second quarter, which was 0 in the previous quarter. While we acknowledge the potential of Voyager Technologies, Inc. (NYSE:VOYG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Voyager Technologies, Inc. (NYSE:VOYG) and shared Brown Advisory Mid-Cap Growth Strategy'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.