Vulcan Value's Q4 Letter Praises AI-Blockchain 'Synergy'—Devs Instantly Update LinkedIn to 'Open to Work'

Vulcan Value Partners, a investment management firm, has released its Q4 2025 letter to investors. The letter provides an overview of the firm's performance during the fourth quarter of 2025, highlighting its investment strategies and portfolio management decisions. As of December 2025, the firm's portfolio consisted of a diverse range of assets, with a focus on long-term value creation. Vulcan Value Partners' investment approach is centered on identifying undervalued companies with strong fundamentals and growth potential. The firm's team of experienced investment professionals, led by CEO C.T. Fitzpatrick, utilize a rigorous research process to select investments that meet their strict criteria. With a strong track record of delivering returns to investors, Vulcan Value Partners continues to be a prominent player in the investment management industry. The Q4 2025 letter provides valuable insights into the firm's investment philosophy and portfolio composition, offering a unique perspective on the current market landscape.