<div id="readability-page-1">Upslope Capital Management, an investment management company, released its second-quarter investor letter. A copy of the letter can be downloaded here. The second quarter proved to be strong for the fund on both an absolute and relative basis due to strong performance backed by the market turbulence surrounding April’s Tariff announcement. The fund returned +8.9% (net) in Q2 compared to +6.5% and +4.1% for the S&amp;P Midcap 400 ETF (MDY) and HFRX Equity Hedge Index, respectively. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its second-quarter 2025 investor letter, Upslope Capital Management highlighted stocks such as Evercore Inc. (NYSE:EVR). Headquartered in New York, New York, Evercore Inc. (NYSE:EVR) is an investment banking company. The one-month return of Evercore Inc. (NYSE:EVR) was 4.77%, and its shares gained 29.92% of their value over the last 52 weeks. On August 12, 2025, Evercore Inc. (NYSE:EVR) stock closed at $307.88 per share, with a market capitalization of $11.884 billion. Upslope Capital Management stated the following regarding Evercore Inc. (NYSE:EVR) in its second quarter 2025 investor letter: <blockquote> “FTI Consulting (FCN) and Evercore Inc. (NYSE:EVR) – New Longs: Upslope has owned FTI Consulting (leader in restructuring and dispute advisory) and Evercore (top independent M&amp;A advisor) in the past. The Fund recently re-initiated positions in each of these companies. While they are bets on polar opposite outcomes (Evercore is very pro-cyclical, while FTI is the most counter cyclical publicly traded company I follow), expectations for each appear modest. This was and remains especially true of FTI – although it’s more understandable as the company is going through some turmoil (employee turnover/retention challenges) in one of its non-core segments. Nonetheless, the unique macro environment – on/off trade war, the very pro-cyclical “One Big Beautiful Bill,” lingering inflation, massive regulatory and technological (e.g. AI) uncertainty and change – should ultimately provide significant opportunities for both businesses ahead.” </blockquote> <div id="attachment_1201415"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/04165938/EVR-insidermonkey-1696453175799-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NjU3OTIwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/04165938/EVR-insidermonkey-1696453175799-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NjU3OTIwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A close-up of a professional in a suit discussing financial transactions.</div> Evercore Inc. (NYSE:EVR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 50 hedge fund portfolios held Evercore Inc. (NYSE:EVR) at the end of the first quarter, which was 44 in the previous quarter. Evercore Inc. (NYSE:EVR) reported adjusted net revenues of $834 million in Q2 2025 increased 21% from Q2 2024. While we acknowledge the risk and potential of Evercore Inc. (NYSE:EVR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Evercore Inc. (NYSE:EVR) and that has 10,000% upside potential, check out our report about this cheapest AI stock. In another article, we covered Evercore Inc. (NYSE:EVR) and shared the list of the best dividend stocks. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. 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Upslope Capital Management has reinitiated a position in Evercore Inc. (NYSE:EVR) as highlighted in its Q2 2025 investor letter. The fund reported an 8.9% return in Q2, outperforming benchmarks. Evercore's stock gained 29.92% over the past year, closing at $307.88 with a market cap of $11.884 billion. Upslope views Evercore as a pro-cyclical investment amid a unique macro environment, despite acknowledging risks and potential in AI stocks. Evercore's adjusted net revenues rose 21% year-over-year to $834 million in Q2 2025.

Here’s Why Upslope Capital Management Reinitiated a Position in Evercore (EVR)