Group 1: Investment Performance - Sound Shore Management's Investor Class (SSHFX) and Institutional Class (SSHVX) delivered returns of 3.06% and 3.10% respectively in Q2 2025, compared to 3.79% for the Russell 1000 Value Index and 10.94% for the S&P 500 [1] - The 35-year annualized returns for SSHFX and SSHVX were 14.92% and 15.14% respectively as of June 30, 2025, outperforming the Russell Value at 12.76% but trailing the S&P 500 at 19.71% [1] Group 2: The AES Corporation Overview - The AES Corporation (NYSE:AES) is a diversified power generation and utility company based in Arlington, Virginia [2] - The one-month return for The AES Corporation was -1.62%, and its shares decreased by 29.75% over the last 52 weeks, closing at $12.73 per share with a market capitalization of $9.064 billion on September 10, 2025 [2] Group 3: Challenges and Opportunities for The AES Corporation - The AES Corporation has faced challenges due to prospective changes to investment tax credits for renewable energy sources, which have created uncertainty in the market [3] - Despite these challenges, the company continues to receive orders for renewable systems from its customer base, particularly for data centers [3] - There are rumors of interest from private equity and infrastructure funds regarding a potential takeover of The AES Corporation, which has positively impacted its stock price [3][4] Group 4: Hedge Fund Interest - The AES Corporation was held by 49 hedge fund portfolios at the end of Q2 2025, a decrease from 52 in the previous quarter [4] - While The AES Corporation is recognized for its investment potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]