Blue Tower Asset Management has announced impressive results in its fourth-quarter 2025 investor letter, highlighting a significant performance surge for its investment strategy. The company’s Global Value strategy achieved a remarkable net return of 13.15% (gross 13.46%) in Q4 2025, leading to an impressive total return of 53.11% for the entire year (gross 54.75%).
The standout contributors to this success were Enova and Georgia Capital (CGEO), with Enova experiencing a 64% gain and CGEO soaring by 178% during 2025. These figures reflect strong performance in a challenging market environment, positioning Blue Tower as a leader in asset management for the year.
Key Holdings and Strategy Insights
Investors interested in understanding the strategy’s success can refer to the top five holdings identified by Blue Tower. These selections are pivotal to the overall performance of the Global Value strategy. The investor letter also provides additional insights into the investment philosophy and future outlook of the firm.
The full Q4 2025 investor letter is available for download, offering detailed analysis and strategic recommendations. Blue Tower Asset Management continues to navigate market fluctuations effectively, providing its investors with robust returns and a clear investment direction as they look forward to 2026.
