Group 1 - Brown Advisory's "Global Leaders Strategy" aims to deliver strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders, outperforming its benchmark in Q2 2025 due to strong investment selection in Information Technology and Industrials [1] - AutoZone, Inc. (NYSE:AZO) is highlighted as a key stock, with a one-month return of -1.42% and a 52-week gain of 35.38%, closing at $4,121 per share on September 22, 2025, with a market capitalization of $68.939 billion [2] - AutoZone is experiencing strong sales growth across its DIY and DIFM customer segments, benefiting from industry recovery and driving market share growth through investments in inventory expansion and distribution centers [3] Group 2 - AutoZone, Inc. (NYSE:AZO) is not among the 30 most popular stocks among hedge funds, with 65 hedge fund portfolios holding the stock at the end of Q2 2025, a decrease from 67 in the previous quarter [4] - While AutoZone is recognized for its potential, certain AI stocks are suggested to offer greater upside potential and less downside risk [4] - Additional insights on AutoZone can be found in Macquarie Core Equity Fund's views and other hedge fund investor letters [5]
Here’s Brown Advisory Global Leaders Strategy’s Comment on AutoZone (AZO)