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Stock impact report

Long Cast Advisers Q4 2025 Letter [Seeking Alpha]

Euronet Worldwide, Inc. (EEFT) 
Last euronet worldwide, inc. earnings: 4/28 09:00 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.euronetworldwide.com
Company Research Source: Seeking Alpha
In 4Q25 MAMA, PESI and PDEX were the biggest contributors to returns while RSSS and MTRX were the largest detractors. At year end, Long Cast managed 28 SMA accounts with AUM of $12M, still small but growing. Getty Images Dear Partners & Friends: For the 4Q25 quarter (ended December 31, 2025), cumulative net returns improved 1%. For the year, our cumulative portfolio was flat. Since inception in November 2015 through quarter end, LCA has returned a cumulative 271% net of fees, or 14% CAGR. Despite this year's underperformance, since inception, we comfortably exceed three widely used representative indices for passive small company investing: The Russell 2000 Index, the iShares US MicroCap ETF and the iShares SmallCap EAFE (ex-N. Am) ETF. Past performance is no guarantee of future results. Individual account returns may vary With a concentrated portfolio of small businesses that we intend to own for multiple years, it should be expected that our returns will be different from Show less Read more
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