Antero Resources: Should You Add This Oil and Gas Development Company to Your Portfolio?
ByAinvest
Friday, Aug 1, 2025 7:54 am ET1min read
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In the second quarter of 2025, Aristotle Atlantic Partners' Large Cap Growth Strategy delivered a performance of -18.63% gross of fees, outperforming the Russell 1000 Growth Index by 17.84% [1]. The strategy highlighted Antero Resources Corporation (NYSE:AR) as a stock of interest, noting its focus on natural gas and oil properties in the Appalachian Basin. Antero Resources Corporation's shares gained 31.81% over the last 52 weeks and have a market capitalization of $10.791 billion [1].
The strategy's underperformance can be attributed to various factors, including the delayed rollout of AI software and hardware strategy by Apple Inc. (NASDAQ:AAPL), which could lengthen the handset upgrade cycle [1]. Additionally, Apple Inc. (NASDAQ:AAPL) faces headwinds from China-related tariffs and continued uncertainty in the U.S. trade strategy with China [1]. Despite these challenges, the company remains a popular stock among hedge funds, with 159 portfolios holding shares at the end of the first quarter [1].
ClearBridge Large Cap Growth Portfolios also experienced mixed results in the second quarter. While the S&P 500 Index returned 10.9%, the Russell 1000 Growth Index outperformed with a 17.8% return [2]. The portfolio's underweight to Apple Inc. (NASDAQ:AAPL) and holdings in Netflix, Eaton (ETN), and Meta Platforms (META) contributed to its performance [2]. However, holdings in UnitedHealth Group (UNH), Thermo Fisher Scientific (TMO), and Visa (V) detracted from the portfolio's performance [2].
The second quarter highlights the importance of fundamental stock selection and managing concentration and industry risk. While the S&P 500 Index has shown signs of broadening, the Russell 1000 Growth Index remains dominated by its eight $1 trillion+ market cap components [2]. The long-term success of the portfolios will continue to be guided by these principles.
References
[1] https://ca.finance.yahoo.com/news/delayed-ai-software-rollout-tariff-112857914.html
[2] https://seekingalpha.com/article/4807407-clearbridge-large-cap-growth-portfolios-q2-2025-commentary
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Aristotle Atlantic Partners' Large Cap Growth Strategy outperformed the Russell 1000 Growth Index in Q2 2025, returning -18.63% gross of fees. The strategy highlighted Antero Resources Corporation (NYSE:AR) as a stock of interest, noting its focus on natural gas and oil properties in the Appalachian Basin. The company's shares gained 31.81% over the last 52 weeks and have a market capitalization of $10.791 billion.
Title: Aristotle Atlantic Partners' Large Cap Growth Strategy Outperforms Russell 1000 Growth Index in Q2 2025In the second quarter of 2025, Aristotle Atlantic Partners' Large Cap Growth Strategy delivered a performance of -18.63% gross of fees, outperforming the Russell 1000 Growth Index by 17.84% [1]. The strategy highlighted Antero Resources Corporation (NYSE:AR) as a stock of interest, noting its focus on natural gas and oil properties in the Appalachian Basin. Antero Resources Corporation's shares gained 31.81% over the last 52 weeks and have a market capitalization of $10.791 billion [1].
The strategy's underperformance can be attributed to various factors, including the delayed rollout of AI software and hardware strategy by Apple Inc. (NASDAQ:AAPL), which could lengthen the handset upgrade cycle [1]. Additionally, Apple Inc. (NASDAQ:AAPL) faces headwinds from China-related tariffs and continued uncertainty in the U.S. trade strategy with China [1]. Despite these challenges, the company remains a popular stock among hedge funds, with 159 portfolios holding shares at the end of the first quarter [1].
ClearBridge Large Cap Growth Portfolios also experienced mixed results in the second quarter. While the S&P 500 Index returned 10.9%, the Russell 1000 Growth Index outperformed with a 17.8% return [2]. The portfolio's underweight to Apple Inc. (NASDAQ:AAPL) and holdings in Netflix, Eaton (ETN), and Meta Platforms (META) contributed to its performance [2]. However, holdings in UnitedHealth Group (UNH), Thermo Fisher Scientific (TMO), and Visa (V) detracted from the portfolio's performance [2].
The second quarter highlights the importance of fundamental stock selection and managing concentration and industry risk. While the S&P 500 Index has shown signs of broadening, the Russell 1000 Growth Index remains dominated by its eight $1 trillion+ market cap components [2]. The long-term success of the portfolios will continue to be guided by these principles.
References
[1] https://ca.finance.yahoo.com/news/delayed-ai-software-rollout-tariff-112857914.html
[2] https://seekingalpha.com/article/4807407-clearbridge-large-cap-growth-portfolios-q2-2025-commentary
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