BBH Choose Collection – Mid Cap Fund Bought Bruker Company (BRKR) As a result of Coverage Uncertainty

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Brown Brothers Harriman, an funding administration firm, launched its Q3 2025 investor letter for the BBH Choose Collection – Mid Cap Fund. A replica of the identical could be downloaded right here. Within the quarter, the fund decreased by -0.9% on a complete return foundation in comparison with the Russell Midcap Index’s 5.3% return. The Fund has decreased by a complete return of -1.8%, YTD, in comparison with 10.4% for the Index. The third quarter skilled a lift within the low-quality rally that began late final yr and gained momentum all through 2025. For extra data on the fund’s finest picks in 2025, please examine its prime 5 holdings.

In its third-quarter 2025 investor letter, BBH Choose Collection – Mid Cap Fund highlighted shares reminiscent of Bruker Company (NASDAQ:BRKR). Bruker Company (NASDAQ:BRKR) focuses on the event and manufacturing of scientific devices and analytical and diagnostic options. The one-month return of Bruker Company (NASDAQ:BRKR) was 12.28%, and its shares misplaced 19.82% of their worth over the past 52 weeks. On December 10, 2025, Bruker Company (NASDAQ:BRKR) inventory closed at $46.92 per share, with a market capitalization of $7.129 billion.

BBH Choose Collection – Mid Cap Fund said the next concerning Bruker Company (NASDAQ:BRKR) in its third quarter 2025 investor letter:

“The Fund’s largest detractors to efficiency within the quarter had been Shift4 Funds Inc. (Shift4), Globant S.A. (Globant), and Bruker Company (NASDAQ:BRKR). We exited each Globant and Bruker through the quarter following sustained underperformance and to opportunistically harvest tax losses. These two corporations have been our most impacted by tariffs and life science and educational funding cuts, and any re-entry can be predicated on a stabilization in efficiency.

Bruker Corp. (BRKR) Dismal Q2 Earnings Weighs On Sentiment
Bruker Corp. (BRKR) Dismal Q2 Earnings Weighs On Sentiment

Bruker Company (NASDAQ:BRKR) isn’t on our listing of 30 Most Fashionable Shares Amongst Hedge Funds. As per our database, 50 hedge fund portfolios held Bruker Company (NASDAQ:BRKR) on the finish of the third quarter, which was 42 within the earlier quarter. Whereas we acknowledge the potential of Bruker Company (NASDAQ:BRKR) as an funding, we consider sure AI shares supply higher upside potential and carry much less draw back danger. In the event you’re in search of an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.

In one other article, we coated Bruker Company (NASDAQ:BRKR) and shared The London Firm Giant Cap Technique’s views on the corporate. As well as, please try our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main traders.

READ NEXT: The Finest and Worst Dow Shares for the Subsequent 12 Months and 10 Unstoppable Shares That Might Double Your Cash.

Disclosure: None. This text is initially revealed at Insider Monkey.

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