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Russian (RU) Soumya Eswaran
Thu, Apr 10, 2025, 10:58 AM 3 min read
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Andvari Associates, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter the fund returned 7.2% net of fees compared to the SPDR S&P 500 ETF’s 4.3% decline. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2024.
In its first quarter 2025 investor letter, Andvari Associates emphasized stocks such as TransDigm Group Incorporated (NYSE:TDG). Headquartered in Cleveland, Ohio, TransDigm Group Incorporated (NYSE:TDG) is an aircraft components manufacturer and supplier. The one-month return of TransDigm Group Incorporated (NYSE:TDG) was -0.99%, and its shares gained 6.65% of their value over the last 52 weeks. On April 9, 2025, TransDigm Group Incorporated (NYSE:TDG) stock closed at $1,317.07 per share with a market capitalization of $69.08 billion.
Andvari Associates stated the following regarding TransDigm Group Incorporated (NYSE:TDG) in its Q1 2025 investor letter:
"For the handful of companies in Andvari portfolios that do make physical goods, they all share a mitigating factor: they all have above average pricing power. The source of their pricing power stems from selling products that are critical to the end user and yet are a small proportion of the customers’ total costs. They also often bene t from high switching costs. Danaher, Mettler-Toledo, Zoetis, and IDEXX fall into this camp, as well as TransDigm Group Incorporated (NYSE:TDG).
An aerial shot of a modern commercial jetliner in flight, its wings glinting in the sunlight.
TransDigm Group Incorporated (NYSE:TDG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge fund portfolios held TransDigm Group Incorporated (NYSE:TDG) at the end of the fourth quarter compared to 71 in the third quarter. While we acknowledge the potential of TransDigm Group Incorporated (NYSE:TDG) 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 cheapest AI stock.
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