Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI stocks as investors expressed fears of an upcoming downturn. President Trump’s erratic trade and foreign policies were another challenge faced by the market in 2025. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025.
In its fourth-quarter 2025 investor letter, Emerald Growth Equity Strategy highlighted stocks like Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On March 16, 2026, Oracle Corporation (NYSE:ORCL) stock closed at $155.97 per share. One-month return of Oracle Corporation (NYSE:ORCL) was 1.30%, and its shares gained 4.36% over the past 52 weeks. Oracle Corporation (NYSE:ORCL) has a market capitalization of $448.58 billion.
Emerald Growth Equity Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:
“Following a 38% decline since our last update on September 10, 2025, we added back to our position in Oracle Corporation (NYSE:ORCL). The pullback has reset expectations and created a valuation opportunity we rarely see in a company with Oracle’s strategic positioning and long-term growth drivers. At current levels, the stock offers a compelling upside relative to its historical range and intrinsic value.
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