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Loomis Saylesan investment management company, has released its third quarter 2025 “Small Cap Value Fund” investor letter. A copy of the letter can be downloaded here. US stocks performed strongly in the third quarter, mainly due to easing tariff concerns, a pro-growth budget passed by the US Congress and anticipation of further rate cuts from the Federal Reserve. The fund returned 6.21% during the quarter, compared to 12.60% for the Russell 2000 Value Index. Additionally, please see the fund’s top five holdings for its top picks in 2025.
In its third quarter 2025 investor letter, Loomis Sayles Small Cap Value Fund highlighted stocks such as Alight, Inc. (NYSE:ALIT). Alight, Inc. (NYSE: ALIT) is a leading technology services company. Alight, Inc. (NYSE:ALIT)’s one-month return was -15.45% and its shares have lost 71.20% of their value over the past 52 weeks. On December 24, 2025, Alight, Inc. (NYSE: ALIT) stock closed at $1.97 per share, with a market cap of $1.082 billion.
Loomis Sayles Small Cap Value Fund stated the following regarding Alight, Inc. (NYSE: ALIT) in its Q3 2025 Investor Letter:
“The shift in market leadership toward ‘risky’ and ‘low quality’ stocks is common around market pivot points and has continued into the third quarter of the year. For our Fund, stock selection metrics lagged the index due to style mismatch with our high-quality approach. From an individual stock perspective, Haemonetics Corporation, Ignite, Inc. (NYSE: ALIT) and Kyndryl Holdings Incorporated were the biggest detractors from performance.
