Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the small-cap equities delivered strong results with the Russell 2000 Index reaching its first all-time high since November 2021. A favorable macroeconomic backdrop led the rally. In the quarter, the fund (Class I-2) delivered a return of 3.16% underperforming the 12.39% total return of the Russell 2000 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 Small Cap Equity Fund highlighted stocks such as Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN). Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is a biopharmaceutical company. The one-month return of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) was 8.74%, and its shares gained 39.09% of their value over the last 52 weeks. On December 18, 2025, Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) stock closed at $49.28 per share, with a market capitalization of $2.826 billion.
Aristotle Small Cap Equity Fund stated the following regarding Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) in its third quarter 2025 investor letter:
"Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is a Maryland-based specialty pharmaceutical company focused on developing drugs to treat central nervous system diseases. The stock benefitted from strong quarterly results, beating analyst expectations, alongside raising fiscal year 2025 forecasts. We continue to maintain our position as we believe the company’s differentiated product pipeline, along with its existing neurology products, provides strong growth potential with attractive profitability and free cash flow generation capabilities."
Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge fund portfolios held Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) at the end of the third quarter, up from 25 in the previous quarter. In Q3 2025, Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) reported total revenue of $192.1 million compared to $175.7 in Q3 2024. While we acknowledge the potential of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) 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 Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) and shared Third Avenue Small-Cap Value Fund's views on the company. 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.