Contrarius Investment Management, an investment management company, released its third-quarter investor letter for the “Contrarius Global Equity Fund”. A copy of the letter can be downloaded here. The fund’s investor class returned 30.9% in the September quarter compared to 7.3% for the benchmark MSCI World Index, including reinvested net income, and 5.5% for the Average Global Equity Fund. The fund’s investment philosophy is independent of benchmark considerations, so the portfolios typically deviate from the benchmark World Index. Additionally, please review the fund’s top five holdings to see its leading picks in 2025.
In its third-quarter 2025 investor letter, Contrarius Global Equity Fund highlighted stocks such as CRISPR Therapeutics AG (NASDAQ:CRSP). CRISPR Therapeutics AG (NASDAQ:CRSP) is a gene editing company that specializes in developing gene-based medicines for serious human diseases. The one-month return for CRISPR Therapeutics AG (NASDAQ:CRSP) was 4.63%, and its shares gained 37.12% over the last 52 weeks. On December 29, 2025, CRISPR Therapeutics AG (NASDAQ:CRSP) stock closed at $53.97 per share, with a market capitalization of $5.143 billion.
Contrarius Global Equity Fund stated the following regarding CRISPR Therapeutics AG (NASDAQ:CRSP) in its third quarter 2025 investor letter:
“In December 2023, after nearly 6 years of human clinical trials, the FDA approved the first CRISPR-Cas9 gene editing therapy. This therapy is CRISPR Therapeutics AG’s (NASDAQ:CRSP) treatment for sickle cell disease.
