GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has reached the midpoint of 2025, recording a decline of -3.6% net of fees and expenses. The US dollar has experienced a substantial depreciation, negatively impacting performance by over 5.0% year-to-date (YTD). The fund’s robust beginning in Q1 was reversed in Q2 as markets shrugged off President Trump’s “Liberation Day” tariffs and adopted a full “risk on” stance. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second-quarter 2025 investor letter, GreensKeeper Asset Management highlighted stocks such as Fiserv, Inc. (NYSE:FI). Fiserv, Inc. (NYSE:FI) is a payment and fintech services provider. The one-month return of Fiserv, Inc. (NYSE:FI) was -0.19%, and its shares lost 17.76% of their value over the last 52 weeks. On August 22, 2025, Fiserv, Inc. (NYSE:FI) stock closed at $139.68 per share with a market capitalization of $75.929 billion.
Burke Wealth Management stated the following regarding Fiserv, Inc. (NYSE:FI) in its second quarter 2025 investor letter:
“Our worst performer in the second quarter was Fiserv, Inc. (NYSE:FI) -21.9%. The market reacted badly to Fiserv’s Q1 earnings release, in which it revealed that volume growth of its core Clover system was 8%, slowing from the 16% it averaged last year. The stock came under further pressure when management revealed that Clover’s business was growing at a similar pace to start Q2. Our view is that the slowdown in Clover’s growth isn’t due to a deteriorating competitive position, but due to a combination of slowing industry growth and lingering impacts from hyperinflation in some of the company’s fastest-growing markets. After recalculating our valuation for the stock, we believe the decline was overdone and added to our position throughout the quarter.”
Fiserv, Inc. (NYSE:FI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 94 hedge fund portfolios held Fiserv, Inc. (NYSE:FI) at the end of the second quarter, which was 72 in the previous quarter. In the second quarter of 2025, Fiserv, Inc.’s (NYSE:FI) adjusted revenue grew 8% to $5.2 billion. While we acknowledge the potential of Fiserv, Inc. (NYSE:FI) 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.
