Reported 23 days ago
The AMG Frontier Small Cap Growth Fund, as detailed in its Q1 2025 investor letter, has established a position in CACI International Inc (CACI), highlighting the stock's potential amid market volatility. CACI, which provides vital services to the Department of Defense, saw a stock price increase of 15.62% over the past year. Despite a challenging quarter where the fund reported a -14.43% return, the manager believes that defense and infrastructure spending will support CACI's growth in the coming years.
Source: YAHOO