Blue Tower Asset Management has announced significant performance results for its fourth quarter of 2025, marking a record achievement for the firm. The company’s Global Value strategy achieved a net return of 13.15% (gross return of 13.46%) in Q4 2025. This performance contributed to an impressive overall return of 53.11% for the full year, with a gross return of 54.75%. This performance not only surpassed market expectations but also established a new benchmark for the firm.
The standout contributors to this success were Enova and Georgia Capital (CGEO). Enova saw a remarkable increase of 64% in value during 2025, while Georgia Capital achieved an astonishing 178% gain within the same period. These figures highlight the strong investment choices made by Blue Tower Asset Management throughout the year.
Key Holdings and Strategy Insights
Investors interested in the strategy’s performance can explore its top five holdings, which represent the best investment picks for 2025. The detailed insights and analysis can be found in the full investor letter released by Blue Tower Asset Management. This document provides comprehensive information about the firm’s investment strategy, market outlook, and anticipated trends moving forward.
For those looking to download a copy of Blue Tower Asset Management’s Q4 2025 investor letter, it is available through their official channels. The letter offers a deeper understanding of the firm’s approach to value investing, as well as the factors that have driven performance in a rapidly changing market environment.
As the firm continues to expand its influence in asset management, the robust results from 2025 set a solid foundation for future growth. Investors may find this performance particularly encouraging as they navigate the complexities of the global market. Blue Tower Asset Management’s commitment to delivering substantial returns remains evident, and its strategic choices will be closely watched in the upcoming financial quarters.
