Group 1: Company Performance - Rewey Asset Management's "RAM Smid Composite" increased by 6.11% in Q2 2025, slightly trailing the benchmark Russell 2500 Value Total Return Index which gained 7.29% [1] - Year-to-date, the composite returned -1.29% compared to the benchmark's 1.03% [1] - Ducommun Incorporated (NYSE:DCO) was highlighted as a top performer, rising 42.39% in Q2 2025 [3] Group 2: Ducommun Incorporated (NYSE:DCO) - Ducommun provides engineering and manufacturing services to aerospace, defense, industrial, and medical industries [2] - The stock had a one-month return of 1.48% and a 52-week gain of 44.34%, closing at $93.03 per share with a market capitalization of $1.388 billion on September 12, 2025 [2] - Strong order flows and production from Boeing and Airbus support the investment thesis for Ducommun, alongside commitments from European NATO countries to increase military spending to 5% of GDP [3] - Ducommun is not among the 30 most popular stocks among hedge funds, with 20 hedge fund portfolios holding the stock at the end of Q2, up from 15 in the previous quarter [4]