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Stock impact report

Rothschild & Co LongRun Equity's Investment Thesis for Cadence Design Systems (CDNS) [Yahoo! Finance]

Cadence Design Systems, Inc. (CDNS) 
Last cadence design systems, inc. earnings: 4/20 04:05 pm Check Earnings Report
Company Research Source: Yahoo! Finance
A copy of the letter can be downloaded here . The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy returned +3.9 % (in EUR, unhedged) in the third quarter, underperforming its benchmark's 7.5% return. Since its inception, the strategy has delivered an annualized return of 10% compared to 11% for the global equities. The firm's selection of highly profitable quality companies was not rewarded by the market, which instead focused on riskier, growth-focused, and often unprofitable companies. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025. In its third-quarter 2025 investor letter, Rothschild & Co LongRun Equity highlighted stocks such as Cadence Design Systems, Inc. (NASDAQ: CDNS ). Cadence Design Systems, Inc. (NASDAQ:CDNS) is a global provider of software, hardware, and other services. The one-month return of Cadence Design Systems, Inc. (NASDAQ:CDNS) was 3.72%, and its shares gained Show less Read more
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