Blue Tower Asset Management has announced significant achievements in its fourth-quarter report for 2025. The firm’s Global Value strategy outperformed the market on both absolute and relative bases, marking its strongest performance to date this year. In Q4 2025, the strategy generated a net return of 13.15% (gross return of 13.46%), contributing to a remarkable total return of 53.11% for the entire year (gross 54.75%).
Key Contributors to Performance
The letter highlights that two investments were particularly influential in driving these strong results. Enova saw an impressive gain of 64% in 2025, while Georgia Capital (CGEO) surged by an extraordinary 178%. These figures underscore the effectiveness of Blue Tower’s investment strategy in identifying high-potential assets.
In addition to these standout performers, the investor letter encourages stakeholders to review the strategy’s top five holdings. This information can provide insights into Blue Tower’s best investment picks throughout 2025, showcasing the firm’s approach to asset management and its ability to navigate market fluctuations.
For those interested in a comprehensive overview, a full copy of Blue Tower Asset Management’s Q4 2025 investor letter is available for download. This document details not only the performance metrics but also the strategic insights that guided the firm’s decisions over the past year.
As Blue Tower Asset Management continues to build on this momentum, investors will be keenly observing how the firm leverages its success to maintain an edge in the competitive asset management landscape.
