Impax Asset Management, an investment management company, published its letter of investor “Impact US Sustainable Economy” in the second quarter 2025. A copy of the letter can be downloaded here. In the second quarter of 2025, the prices sparked market declines and fears of recession, but a break in the prices sparked a historic rally because the income remained resistant. In the second quarter of 2025, the fund underperform the Russell 1000 reference. In addition, you can consult the 5 best assets of the fund to determine its best choices for 2025.
In his letter of investors in the second quarter 2025, Impact US Sustainable Economy Fund highlighted actions such as Broadcom Inc. (Nasdaq: Avgo). Broadcom Inc. (NASDAQ: AVGO) designs and develops various semiconductor and infrastructure software solutions. Broadcom Inc.’s yield of one month (NASDAQ: AVGO) was 5.41% and its shares gained 114.96% of their value in the last 52 weeks. On August 5, 2025, Broadcom Inc. shares (NASDAQ: AVGO) closed $ 292.93 per share, with a market capitalization of 1.378 dollars.
Impax US Sustainable Economy Fund indicated the following concerning Broadcom Inc. (Nasdaq: Avgo) in his letter of investor in the second quarter 2025:
“Broadcom Inc. (NASDAQ: AVGO) (Information technologies, semiconductors) offers energy-efficient data calculation solutions which, in addition to requiring less energy, facilitate wider economic participation by making connectivity more equitable. Stock markets in the second quarter were fired by a combination of solid income, high demand for AI data centers, involvement in the integrated circuit chip market specific to the application (ASIC) and positive feeling. “”
A technician working under an enlarged microscope, developing a new integrated circuit.
Broadcom Inc. (Nasdaq: Avgo) is in 12th position on our list of the 30 most popular actions among the Hedge Funds. According to our database, 158 hedge fund portfolios held Broadcom Inc. (Nasdaq: Avgo) at the end of the first quarter, against 161 in the previous quarter. During the second fiscal quarter of 2025, Broadcom Inc. (Nasdaq: Avgo) said a record turnover of $ 15 billion, up 20% from one year to the next. Although we recognize the potential of Broadcom Inc. (Nasdaq: Avgo) as an investment, we believe that certain AI actions offer greater increase in rising and have a less decreased risk. If you are looking for an extremely undervalued AI stock that should also benefit considerably from the Trump era tariffs and the excessive trend, see our free report on the Best short -term AI stock.
In another article, we covered Broadcom Inc. (Nasdaq: Avgo) and shared the list of the best actions to buy for the next 6 months. In addition, please consult our Q2 2025 page Hair Fund Investors page for more investor letters from Hedge Funds and other leading investors.
