Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. small/mid-cap equities reported solid results in the third quarter, driven by a favorable macroeconomic backdrop. In the third quarter, the strategy delivered a return of 2.57% net of fees (3.07% gross of fees), underperforming the 9.00% total return of the Russell 2500 Index. For more information on the fund’s best picks in 2025, please check its top five holdings.
In its third-quarter 2025 investor letter, Aristotle Capital Small/Mid Cap Equity Strategy highlighted stocks such as Haemonetics Corporation (NYSE:HAE). Headquartered in Boston, Massachusetts, Haemonetics Corporation (NYSE:HAE) is a medical technology company. The one-month return of Haemonetics Corporation (NYSE:HAE) was 0.93%, and its shares lost 31.99% of their value over the last 52 weeks. On October 31, 2025, Haemonetics Corporation (NYSE:HAE) stock closed at $50.01 per share, with a market capitalization of $2.409 billion.
Aristotle Capital Small/Mid Cap Equity Strategy stated the following regarding Haemonetics Corporation (NYSE:HAE) in its third quarter 2025 investor letter:
"Haemonetics Corporation (NYSE:HAE), is a global provider of hematology and blood management products and solutions. The company delivered mixed results during the quarter, beating analyst earnings estimates but posting weaker than expected revenue results. We believe that the company’s strong competitive position within the plasmapheresis market along with increased investment in research and development should create value for shareholders over a multi-year period."
Haemonetics Corporation (NYSE:HAE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge fund portfolios held Haemonetics Corporation (NYSE:HAE) at the end of the second quarter, compared to 35 in the previous quarter. Haemonetics Corporation (NYSE:HAE) reported revenue of $321 million in the first fiscal quarter of 2026, down 4% year-over-year. While we acknowledge the potential of Haemonetics Corporation (NYSE:HAE) 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 Haemonetics Corporation (NYSE:HAE) and shared the list of most oversold healthcare stocks so far in 2025. In addition, please check out our hedge fund investor letters Q3 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.