Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index’s 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.
In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Montrose Environmental Group, Inc. (NYSE:MEG). Montrose Environmental Group, Inc. (NYSE:MEG) is an environmental services company. The one-month return of Montrose Environmental Group, Inc. (NYSE:MEG) was 7.08%, and its shares lost 23.85% of their value over the last 52 weeks. On July 25, 2025, Montrose Environmental Group, Inc. (NYSE:MEG) stock closed at $23.44 per share, with a market capitalization of $802.028 million.
Conestoga Capital Advisors stated the following regarding Montrose Environmental Group, Inc. (NYSE:MEG) in its second quarter 2025 investor letter:
“Montrose Environmental Group, Inc. (NYSE:MEG) is a pure play environmental services company that offers end-to-end solutions for addressing environmental issues. This is the second quarter in a row the stock traded up sharply on quarterly results. While there has been a persistent overhang on the stock from environmental deregulation concerns, the company continues to execute its long-range plan of high single digit organic growth.”
A biohazard waste disposal team safely transferring contaminated water for treatment.
Montrose Environmental Group, Inc. (NYSE:MEG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held Montrose Environmental Group, Inc. (NYSE:MEG) at the end of the first quarter, compared to 17 in the previous quarter. Montrose Environmental Group, Inc.’s (NYSE:MEG) first quarter revenue increased 14.5% to $177.8 million. While we acknowledge the potential of Montrose Environmental Group, Inc. (NYSE:MEG) 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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