Is West Pharmaceutical Services (WST) a Great Business Unfairly Sold Off by the Market?
Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. This year’s financial markets have been highly volatile, with the S&P 500 experiencing a 6.20% year-to-date performance despite a dramatic 22% drop following "Liberation Day" on April 2nd. This turbulence impacted nearly all asset classes, including bonds and the U.S. dollar. In addition, you can check the fund’s top 5 holdings to know its best picks in 2025.
In its second quarter 2025 investor letter, Brasada Capital Management highlighted stocks such as West Pharmaceutical Services, Inc. (NYSE:WST). West Pharmaceutical Services, Inc. (NYSE:WST) designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products. The one-month return of West Pharmaceutical Services, Inc. (NYSE:WST) was 1.28%, and its shares lost 29.03% of their value over the last 52 weeks. On July 11, 2025, West Pharmaceutical Services, Inc. (NYSE:WST) stock closed at $227.18 per share with a market capitalization of $16.322 billion.
Brasada Capital Management stated the following regarding West Pharmaceutical Services, Inc. (NYSE:WST) in its second quarter 2025 investor letter:
"The best way to demonstrate this is with examples. We want to highlight two recent purchases where we think great businesses were undeservingly sold off by the market due to short-term fears. The first is West Pharmaceutical Services, Inc. (NYSE:WST), which we purchased through our Friedberg Focused Equity and GCI Select Equity strategies. The second is Uber Technologies (Ticker: UBER), which we purchased through our Brasada Equity and GCI Select Equity strategies.
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