LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first half of 2025, the LVS Event-Driven portfolio returned 3.6% (net of fees), and the LVS Growth Portfolio delivered 15.8% net of all fees and expenses. This compares to a 4.8% return for the high-yield bond index and a 6.2% gain for the S&P 500 index. For more information on the fund’s top picks in 2025, please check its top five holdings.
In its second-quarter 2025 investor letter, LVS Advisory highlighted stocks such as Curtiss-Wright Corporation (NYSE:CW). Curtiss-Wright Corporation (NYSE:CW) is an industrial company that provides engineered products, solutions, and services mainly to aerospace and defense, commercial power, process, and industrial markets worldwide. The one-month return of Curtiss-Wright Corporation (NYSE:CW) was 7.64%, and its shares gained 79.24% of their value over the last 52 weeks. On July 7, 2025, Curtiss-Wright Corporation (NYSE:CW) stock closed at $491.40 per share, with a market capitalization of $18.521 billion.
LVS Advisory stated the following regarding Curtiss-Wright Corporation (NYSE:CW) in its second quarter 2025 investor letter:
"Curtiss-Wright Corporation (NYSE:CW) is an industrial conglomerate serving the aerospace, defense, and nuclear power industries. The company is not a household name, but it probably should be. CW’s history traces back to the invention of flight as its predecessor company was founded by the Wright brothers. The stock went public in 1929 and has remained publicly listed ever since, making it one of the NYSE’s longest continuously listed companies.
Today, Curtiss-Wright owns a collection of high-quality businesses that operate with limited to no competition. CW’s legacy as one of the original defense contractors in the aerospace and naval industries has given it a monopoly position in many critical components including naval propulsion systems and chips that power jet fighters. The Company is also the sole provider of nuclear reactor cores to the key players in the commercial nuclear power sector…” (Click here to read the full text)
An assembly line of industrial vehicles, showcasing the company's technological prowess.
Curtiss-Wright Corporation (NYSE:CW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held Curtiss-Wright Corporation (NYSE:CW) at the end of the first quarter, compared to 50 in the previous quarter. Curtiss-Wright Corporation (NYSE:CW) reported revenue of $806 million in Q1 2025, an increase of 13% from Q1 2024. While we acknowledge the potential of Curtiss-Wright Corporation (NYSE:CW) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.
In another article, we covered Curtiss-Wright Corporation (NYSE:CW) and shared the list of dividend stocks according to dividend yields. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of CW 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.
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Disclosure: None. This article is originally published at Insider Monkey.