Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. While the performance was in line with the expectations for the full year. The firm believes that the Strategy underperformed in 2025 because it did not own Palantir Technologies Inc (PLTR). The Strategy focuses on achieving solid risk-adjusted returns by investing in high-quality compounders with fair valuations and market capitalizations between $2 billion and $50 billion at the time of purchase. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks like Cheniere Energy, Inc. (NYSE:LNG). Cheniere Energy, Inc. (NYSE:LNG) is an energy infrastructure company that engages in the production and distribution of liquefied natural gas (LNG) related businesses. On March 20, 2026, Cheniere Energy, Inc. (NYSE:LNG) stock closed at $280.89 per share. One-month return of Cheniere Energy, Inc. (NYSE:LNG) was 25.76%, and its shares gained 20.25% over the past 52 weeks. Cheniere Energy, Inc. (NYSE:LNG) has a market capitalization of $59.04 billion.

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Cheniere Energy, Inc. (NYSE:LNG) in its fourth quarter 2025 investor letter:

"Cheniere Energy, Inc. (NYSE:LNG) shares faced pressure during the quarter amid negative sentiment around lower European natural gas prices and concerns about a growing wave of new LNG supply. Despite these headwinds, the company continues to execute on its disciplined marketing strategy, monetizing LNG cargoes across a diversified global customer base."

Cheniere Energy, Inc. (NYSE:LNG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 81 hedge fund portfolios held Cheniere Energy, Inc. (NYSE:LNG) at the end of the fourth quarter, up from 76 in the previous quarter. While we acknowledge the potential of Cheniere Energy, Inc. (NYSE:LNG) 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.

In another article, we covered Cheniere Energy, Inc. (NYSE:LNG) and shared TimesSquare Capital U.S. Focus Growth Strategy's views on the comoany. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.