Top Artist on Q2 of Rewey Asset Management: DoCommun (DCO)

Rewey Asset Management, an investment management company, launched its letter “RAM SMID Composite” second quarter of 2025 letter. A copy of the letter can be Withdrawn hereS The composite increased by 6.11% through Q2 2025, slightly lagging 7.29% profit for the Russell 2500 value total return. The annual date, the composite returned -1.29% against 1.03% for the indicator. The company examines the quarter as in order and trusted in the SMID value sector when it approaches the second half of 2025. In addition, please check the five best participations in the Fund to know your best photos in 2025.

During his second investor letter in the second quarter 2025, the Asset Rewey leadership emphasized shares as Ducommound Incorporated (NYSE:Dco). Headquartered in Costa Mesa, California, Ducommound Incorporated (NYSE: DCO) provides engineering and production services to the aerospace, defense, industrial and medical industries. The one -month return on Ducommound Incorporated (NYSE: DCO) was 1.48% and its shares won 44.34% of its value in the last 52 weeks. On September 12, 2025, the shares of Ducomump Incorporated (NYSE: DCO) closed $ 93.03 per share, with a market capitalization of $ 1.388 billion.

Rewey Asset Management indicated the following about Ducomumn Incorporated (NYSE: DCO) in its second quarter of 2025 in the investor’s letter:

“Ducommound Incorporated (NYSE: DCO), emphasized in our letter 1Q25, was our top contractor in 2Q25, raising 42.39%. Our thesis about DCO and the commercial aerospace and defense sector remains intact, supported by strong streams of orders and production by Boeing and Airbus. In addition, European NATO countries are committed to increasing military spending to 5% of GDP over time. Ducommon also continues to improve margins, progressing to its goals Vision 2027 along with stable revenue prospects. “

DUCOMUNCE INCORPORATED (NYSE: DCO) is not on our list of 30 most popular shares among hedge fundsS According to our database, 20 Hedge Funds were conducted by Ducommound Incorporated (NYSE: DCO) at the end of the second quarter, compared to 15 in the previous quarter. Although we acknowledge the potential of Ducommound Incorporated (NYSE: DCO) as an investment, we believe that some AI shares offer a greater potential at the top and carry a less risk of reduction. If you are looking for an extremely underestimated stock of AI, which is also of great benefit from the Trump era rates and the tendency to start, see our free report on Best short-term AI stockS

In other articleWe covered Ducommound Incorporated (NYSE: DCO) and shared a list of the best defense shares of small caps for buying according to hedge funds. It Q1 2025 Letter Investor, Rewey Asset Management highlighted Ducommound Incorporated (NYSE: DCO) as an insurmountable investment capability with the potential to provide complex returns over the years. In addition, please check out our Letters for an investor of hedge funds Q2 2025 Page for more letters for investors from hedge funds and other leading investors.