Should You be Excited about Medpace Holdings’ (MEDP) Prospects?

Core Insights - Vulcan Value Partners reported positive absolute performance across all strategies in Q3 2025, with the All-Cap Composite leading at 5.5% net return [1] - Medpace Holdings, Inc. (NASDAQ:MEDP) was highlighted as a significant contributor to performance, with a one-month return of 2.47% and a 52-week gain of 50% [2][3] Performance Summary - Large Cap Composite returned 4.6% net of fees and expenses - Small Cap Composite returned 4.1% net - Focus Composite returned 3.7% net - Focus Plus Composite returned 3.7% net - All-Cap Composite returned 5.5% net [1] Medpace Holdings, Inc. Insights - Medpace reported strong Q2 results with revenue growth at a mid-teens rate and operating earnings up 20% year over year [3] - The company repurchased nearly 6% of outstanding shares during the quarter, enhancing its earnings outlook for the full year [3] - Positive trends such as a better biotech funding environment and faster client decision-making are expected to drive accelerated growth for Medpace [3] - The share price rose faster than the estimated value, leading to a strategic trimming of the position in the portfolio [3]