{"id":175158,"date":"2025-08-25T20:04:17","date_gmt":"2025-08-25T20:04:17","guid":{"rendered":"https:\/\/www.europesays.com\/us\/175158\/"},"modified":"2025-08-25T20:04:17","modified_gmt":"2025-08-25T20:04:17","slug":"greenskeeper-asset-management-value-funds-top-contributor-american-express-axp","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/175158\/","title":{"rendered":"GreensKeeper Asset Management Value Fund\u2019s Top Contributor: American Express (AXP)"},"content":{"rendered":"\n

GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here<\/a>. The Value Fund has reached the midpoint of 2025, recording a decline of -3.6% net of fees and expenses. The US dollar has experienced a substantial depreciation, negatively impacting performance by over 5.0% year-to-date (YTD). The fund\u2019s robust beginning in Q1 was reversed in Q2 as markets shrugged off President Trump\u2019s \u201cLiberation Day\u201d tariffs and adopted a full \u201crisk on\u201d stance. In addition, you can check the fund\u2019s top 5 holdings to determine its best picks for 2025.<\/p>\n

In its second-quarter 2025 investor letter, GreensKeeper Asset Management highlighted stocks such as American Express Company (NYSE:AXP<\/a>). American Express Company (NYSE:AXP) operates as an integrated payments company. The one-month return of American Express Company (NYSE:AXP) was 2.71%, and its shares gained 25.71% of their value over the last 52 weeks. On August 22, 2025, American Express Company (NYSE:AXP) stock closed at $319.16 per share, with a market capitalization of $222.098 billion.<\/p>\n

Burke Wealth Management stated the following regarding American Express Company (NYSE:AXP) in its second quarter 2025 investor letter:<\/p>\n

\n

“The top contributor to the portfolio in the second quarter was American Express Company<\/strong> (NYSE:AXP) +18.6%. AXP\u2019s affluent customer base continued to spend in Q1, with revenues up 8% at constant currency, causing the stock to end the quarter just shy of its all-time high. During Q2, AXP announced upgrades to its US Consumer and Business Platinum cards, which will be released later this year. AXP continues to tailor its products to capture the spending of younger consumers, with Millennials and Gen Z now accounting for 35% of total US consumer spending. We believe these investments will strengthen the company\u2019s network effect and further lock young consumers into AXP\u2019s ecosystem as their incomes and card spending continue to rise. Additionally, AXP is widening its use cases on the commercial side of the business with recent product launches tailored towards working capital and expense management. This should expand the number of transactions that AXP can participate in and increase switching costs with commercial card users.”<\/p>\n<\/blockquote>\n

\"Is Is American Express Company (AXP) a Reliable Income Stock for Long-Term Investors? <\/p>\n

A close-up view of a payment terminal, capturing the sophistication of a payment network.<\/p>\n

American Express Company (NYSE:AXP) is not on our list of\u00a030 Most Popular Stocks Among Hedge Funds<\/a>. As per our database, 70 hedge fund portfolios held American Express Company (NYSE:AXP) at the end of the second quarter, which was 75 in the previous quarter. In the second quarter of 2025, American Express Company (NYSE: AXP) reported revenue<\/a> of $17.9 billion, which represents a 9% increase year-over-year. While we acknowledge the potential of American Express Company (NYSE:AXP) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/strong><\/a>.<\/p>\n

Story Continues <\/p>\n","protected":false},"excerpt":{"rendered":"GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter…\n","protected":false},"author":3,"featured_media":175159,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[99594,64,76946,76947,17708,255,67,132,68,99595],"class_list":{"0":"post-175158","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-american-express-company","9":"tag-business","10":"tag-investment-management-company","11":"tag-investor-letter","12":"tag-nyse","13":"tag-personal-finance","14":"tag-united-states","15":"tag-unitedstates","16":"tag-us","17":"tag-value-fund"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115091201389600605","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/175158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=175158"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/175158\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/175159"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=175158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=175158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=175158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}