Here is why Southernsun Smid Strategy Cap maintains its confidence in Broadridge’s financial solutions (BR)

Southernsun asset management, llcAn investment management firm published the first quarter of 2025 “Southernsun Smid Strategy”. A copy of the letter may be downloaded here. In the first quarter, the strategy returned -8.60% gross (-8.76% net compared to -7.50% return from the Russell rate 2500 and -5.83% for the Russell Value Index 2500. The fund returned -9.41% in a gross base (-10.06% net) for 12 months compared with -3.11% For indexes, indexes, returns, indexes, returns, indexes, returned, 3.47% and respectively, during the same period.

In his investment letter from the first quarter of 2025, Southernsun Smid Cap Strategy highlighted actions such as Broadridge Financial Solutions, Inc. (NYSE:Br)). Based in Lake Success, New York, Broadridge Financial Solutions, Inc. (NYSE: BR) is a supplier of communications and technologies solutions for the financial service industry. The return of a month of Broadridge Financial Solutions, Inc. (NYSE: BR) It was -1.47% and its shares obtained 21.49% of its value during the last 52 weeks. On April 25, 2025, the actions of Broadridge Financial Solutions, Inc. (NYSE: BR) closed to $ 238.13 per action with market capitalization of $ 27,866 million.

Southernsun Smid Cap Strategy declared the following on Broadridge Financial Solutions, Inc. (NYSE: BR) In your Investor Charter for the first quarter of 2025:

“Broadridge Financial Solutions, Inc. (NYSE: BR), the main proxy vot processor and fixed income negotiation in the United States, was the highest contributor to the first quarter. The results slightly exceeded our expectations, driven by a major mutual background complex that leads to the board elections and relying on BR to process representatives. More important, the prospects for the next capital representation season improved as a growth in the capital position, which had been tending to around 7%, began to pick up in October and was +11% for the quarter. The management now foresees a low growth of double digit position in the upcoming proxy season, until the expectations prior to the growth of average digits. The management also emphasized the activity of M&A increased and with the net/ebitda debt at approximately 2x, Br has the ability to pursue strategic acquisitions. In general, we are still entrusted in the strong competitive position of BR, its ability to grow organically with a minimum capital investment and its specialized leadership team led by CEO Tim Gookey. “

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Broadridge Financial Solutions, Inc. (NYSE: br) is not on our list of 30 most popular actions between coverage funds. According to our database, 35 coverage backgrounds celebrated Broadridge Financial Solutions, Inc. (NYSE: BR) At the end of the fourth quarter, compared to 33 of the third quarter. Although we recognize the potential of Broadridge Financial Solutions, Inc. (NYSE: BR) As an investment, our conviction lies in the belief that AI actions have a greater promise to obtain higher yields and do it in a shorter period. If you are looking for an IA stock as promising as Nvidia, but you quoted less than five times, see our report on the Ia stock cheap.