Turtle Creek Asset Management’s Outlook for Colliers International Group (CIGI) Remains Strong

2 hours ago 2

Soumya Eswaran

Thu, June 18, 2026 astatine 7:27 AM CDT 3 min read

Turtle Creek Asset Management, an concern absorption company, precocious published its Q1 2026 report. A transcript is disposable to download here. Turtle Creek Asset Management's Q1 2026 study covers cardinal marketplace factors presently astatine play. The escalation of the Iran struggle has pushed lipid and state prices higher, portion AI's interaction connected assorted sectors, particularly endeavor software, continues to grow. The steadfast accrued rebalancing enactment successful the 4th amid heightened marketplace volatility and the momentum successful AI-related trades. In this environment, Turtle Creek Equity Fund returned -4.8% for the quarter. Additionally, you tin reappraisal the Portfolio's apical 5 holdings to spot its champion picks for 2026.

In its first-quarter 2026 capitalist letter, Turtle Creek Asset Management highlighted stocks similar Colliers International Group Inc. (NASDAQ:CIGI). Colliers International Group Inc. (NASDAQ:CIGI) is simply a commercialized existent property nonrecreational and concern absorption services provider. On June 17, 2026, Colliers International Group Inc. (NASDAQ:CIGI) closed astatine $92.89 per share. One-month instrumentality of Colliers International Group Inc. (NASDAQ:CIGI) was -3.41%, and its shares mislaid 27.98% implicit the past 52 weeks. Colliers International Group Inc. (NASDAQ:CIGI) has a marketplace capitalization of $4.75 billion.

Turtle Creek Asset Management stated the pursuing regarding Colliers International Group Inc. (NASDAQ:CIGI) successful its Q1 2026 capitalist letter:

"Colliers International Group Inc. (NASDAQ:CIGI) operates 3 divisions – Commercial Real Estate, Engineering and Investment Management – and each 3 industries were roiled by AI concerns astatine points successful the quarter. We deliberation those concerns are misplaced and simplistic. The institution is expecting mid-teens EPS maturation this twelvemonth and we expect to spot astatine slightest that successful the years that follow. With the stock terms down 30% successful the quarter, and with our presumption of the institution unchanged, we person purchased much shares specified that it is simply a apical 5 holding for the archetypal time. Jay Hennick, Collier's laminitis and CEO, was besides adding to his concern during the quarter, purchasing $16 cardinal worthy of banal connected behalf of his household foundation. Near the extremity of the 4th they announced a important acquisition of a European engineering company, providing a level for their 'bolt-on' acquisition strategy successful the EMEA region."

Colliers International Group Inc. (NASDAQ:CIGI) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 20 hedge money portfolios held Colliers International Group Inc. (NASDAQ:CIGI) astatine the extremity of the archetypal quarter, up from 21 successful the erstwhile quarter. While we admit the imaginable of Colliers International Group Inc. (NASDAQ:CIGI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. 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.

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