Clinical Success Lifts Vera (VERA) Shares, Boosting Fund Returns

2 hours ago 1

Attiya Zainib

Fri, January 23, 2026 astatine 10:09 AM CST 3 min read

Voya Investment Management’s Voya MidCap Opportunities Fund released its Q4 2025 capitalist letter, titled “Seeking a More Favorable Risk/Return Trade-off”, outlining a 4th marked by coagulated marketplace gains but comparative money underperformance. A transcript of the missive tin beryllium downloaded here. During the quarter, the Fund underperformed its benchmark, the Russell Mid Cap Growth Index, chiefly owed to unfavorable banal selection, adjacent arsenic U.S. equity markets precocious connected moderating inflation, robust earnings, and continued enthusiasm astir artificial intelligence-driven investment. Looking ahead, the managers highlighted a cautiously constructive outlook, noting that portion geopolitical risks and argumentation uncertainty persist, broadening marketplace enactment beyond mega-cap growth, sustained firm superior expenditure, and AI-led innovation could enactment returns, reinforcing the request for progressive and flexible positioning. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

Vera Therapeutics, Inc. (NASDAQ:VERA) is simply a clinical-stage biotech institution processing targeted treatments for kidney diseases, with its pb cause aimed astatine IgA nephropathy. Vera Therapeutics, Inc. (NASDAQ:VERA) was among the fund’s apical contributors successful 4Q25, supported by a non-benchmark position. Vera Therapeutics, Inc. (NASDAQ:VERA) represented 0.93% of portfolio investments astatine quarter-end. The one-month instrumentality of Vera Therapeutics, Inc. (NASDAQ:VERA) was -9.09% portion its shares person traded betwixt $18.53 to $56.05 implicit the past 52 weeks. On January 22, 2026, Vera Therapeutics, Inc. (NASDAQ:VERA) banal closed astatine astir $45.77 per share, with a marketplace capitalization of astir $3.249 billion.

Voya Investment Management’s Voya MidCap Opportunities Fund stated the pursuing regarding Vera Therapeutics, Inc. (NASDAQ:VERA) successful its Q4 2025 capitalist letter:

"Key contributors to show included Vera Therapeutics, Inc., Comfort Systems USA, Inc., and Dollar Tree, Inc. Owning a non-benchmark presumption successful Vera Therapeutics, Inc. (NASDAQ:VERA) contributed to show driven by affirmative signifier 3 objective proceedings results for their kidney illness treatment, and AI-enabled cause discovery."

Clinical Success Lifts Vera (VERA) Shares, Boosting Fund Returns

Vera Therapeutics, Inc. (NASDAQ:VERA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge money portfolios held Vera Therapeutics, Inc. (NASDAQ:VERA) astatine the extremity of the 3rd quarter, which was 40 successful the erstwhile quarter. While we admit the hazard and imaginable of Vera Therapeutics, Inc. (NASDAQ:VERA) arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns and doing truthful wrong a shorter clip frame. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.