TimesSquare Capital Managementan equity investment management company, has released its “US Small Cap Growth Strategy” for investors for the fourth quarter of 2025. A copy of the book can be downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) in the fourth quarter compared to a 1.22% return for the Russell 2000 Growth Index. By 2025, the strategy has returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global Equity markets ended the quarter on a positive note, with Europe leading the way, followed by Emerging Markets. In most markets, large caps outperformed small caps. The trade agreement between the United States and China was extended for an additional year, but global concerns, whether related to tariffs or not, continued. Third-quarter GDP beat expectations, but consumer caution remains amid continued softening of the labor market, which has implications for the Fed’s decision to cut interest rates. Please review the top five Strategy items for details on your key choices for 2025.
In its fourth quarter 2025 investor note, TimesSquare Capital US Small Cap Growth Strategy highlighted CeriBell, Inc. (NASDAQ:CBLL). CeriBell, Inc. (NASDAQ:CBLL) is a medical technology company focused on developing novel and EEG care platforms. On April 1, 2026, CeriBell, Inc. (NASDAQ:CBLL) closed at $18.50 per share. One month return of CeriBell, Inc. (NASDAQ:CBLL) was 3.41%, and its shares lost 1.23% in the last 52 weeks. CeriBell, Inc. (NASDAQ:CBLL) has a market capitalization of $696.36 million.
TimesSquare Capital US Small Cap Growth Strategy says the following about CeriBell, Inc. (NASDAQ:CBLL) in its fourth quarter 2025 investor letter:
“Our preferences among Healthcare stocks are those companies that provide new medicines for unmet needs and prices that control prices, or specialty service providers. The company CeriBell, Inc. (NASDAQ:CBLL), a leader in portable electroencephalogram (EEG) technology, surged 91% after reporting in-line financial results and raising its sales outlook for the remainder of its fiscal year. The recent FDA approval of the company’s Clarity algorithm for newborns significantly expands the potential markets for Ceribell and is expected to enable earlier-than-expected neonatal delivery.”
CeriBell, Inc. (NASDAQ:CBLL) is not on our list of the 40 Most Popular Stocks Among Hedge Funds Entering 2026. According to our data, 20 hedge fund portfolios hold CeriBell, Inc. (NASDAQ:CBLL) at the end of the fourth quarter, up from 12 in the previous quarter. While we acknowledge the power of CeriBell, Inc. (NASDAQ:CBLL) as an investment, we believe that certain AI stocks offer greater potential and carry less downside risk. If you’re looking for an extremely overlooked AI stock that will benefit greatly from the Trump-era costs and sea trend, check out our free report best short term AI stock.
