Artisan Global Discovery 2025 Q3 (WAY)
Pitch Summary: Waystar is a leading cloud-based revenue cycle management platform that supports over 30,000 health care organizations, including 16 of the top 20 US hospitals. We initiated a position based on our view that Waystar is well positioned to benefit from the fallout of last year’s cyberattack on its largest competitor, Change Healthcare. While […]
Aoris International Fund 2025 Q3 (REL)
Pitch Summary: RELX has evolved from a print publisher into a global leader in data, analytics, and software tools deeply embedded in professional workflows. Its Digital Identity Network, used by 9 of the 10 largest global banks, provides fraud prevention through vast proprietary datasets. RELX’s legal division has rapidly adopted AI-powered tools for drafting memos, […]
Artisan Global Discovery (WAY)
Pitch Summary: Waystar is a leading cloud-based revenue cycle management platform that supports over 30,000 health care organizations, including 16 of the top 20 US hospitals. We initiated a position based on our view that Waystar is well positioned to benefit from the fallout of last year’s cyberattack on its largest competitor, Change Healthcare. While […]
Aoris International Fund (REL)
Pitch Summary: RELX has evolved from a print publisher into a global leader in data, analytics, and software tools deeply embedded in professional workflows. Its Digital Identity Network, used by 9 of the 10 largest global banks, provides fraud prevention through vast proprietary datasets. RELX’s legal division has rapidly adopted AI-powered tools for drafting memos, […]
