Group 1 - Impax Asset Management's "Impax Global Environmental Markets Fund" reported a portfolio return of 4.55% in Q3 2025, underperforming the MSCI ACWI index which returned 7.62% [1] - The strong performance of global equities in Q3 2025 was attributed to solid macroeconomic conditions, rising corporate earnings, fiscal stimulus, and banking deregulation [1] - The focus on hypergrowth, cyclical, and value stocks has led to increased market concentration, posing challenges for quality-focused investors [1] Group 2 - TE Connectivity Ltd. (NYSE:TEL) experienced a one-month return of 3.19% and a 52-week gain of 59.38%, closing at $231.90 per share with a market capitalization of $68.308 billion on December 24, 2025 [2] - TE Connectivity plc generated strong performance in Q3 2025 due to faster-than-expected revenue growth in data centers and energy utilities, along with margin expansion in their Industrial Solutions segment [3] - TE Connectivity plc was held by 60 hedge fund portfolios at the end of Q3 2025, an increase from 47 in the previous quarter, although the company is not among the 30 most popular stocks among hedge funds [3]