Greystone Capital Management, an investment management company, has recently released its second-quarter 2025 investor letter. The letter provides insights into the firm’s performance during the quarter and highlights some of its top picks for the year.
According to the investor letter, the median account return for separate accounts managed by Greystone Capital Management was +14.8% in the second quarter, net of fees. This performance outpaced the returns of both the S&P 500 and Russell 2000, which posted returns of +10.9% and +8.5% respectively. Year-to-date, the median account return was +6.3%, once again exceeding the returns of the S&P 500 and Russell 2000.
One of the stocks highlighted in the investor letter was APi Group Corporation (NYSE:APG), a safety and specialty services provider. The stock saw a one-month return of 2.16% and has gained 53.23% in value over the last 52 weeks. As of August 1, 2025, APi Group Corporation (NYSE:APG) was trading at $35.07 per share, with a market capitalization of $14.585 billion.
Greystone Capital Management praised APi Group Corporation (NYSE:APG) in its investor letter, citing it as a prime example of the firm’s investment process. The letter highlighted APG’s strong performance since going public in 2020 and praised its management team for their operational excellence and capital allocation skills.
While APi Group Corporation (NYSE:APG) is not among the 30 Most Popular Stocks Among Hedge Funds, the company reported a 15% rise in net revenues in the second quarter of 2025. Greystone Capital Management acknowledges the potential of APi Group Corporation (NYSE:APG) as an investment but believes that certain AI stocks offer greater upside potential with less downside risk.
In conclusion, Greystone Capital Management’s second-quarter 2025 investor letter provides valuable insights into the firm’s performance and investment strategy. The firm’s success with APi Group Corporation (NYSE:APG) showcases its ability to identify quality businesses with strong management teams. For more information on this and other investment opportunities, readers can visit Insider Monkey for the original article.
