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Tall Oak Capital Advisors's investment thesis on Encompass Health Corp ($EHC) — Q2 2025 | Buyside Digest

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$EHCNYSEEncompass Health Corp

BULL

Tall Oak Capital Advisors—EHC

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$126.05USD

+3.5% vs last month

$119.04Pitched

+5.9% since pitch

Market Cap$12.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Tall Oak Capital Advisors' Q2 2025 Report highlights a cautious macroeconomic perspective due to elevated U.S. stock valuations and delayed rate cuts, offset by strong structural opportunities. It presents a...

— Shawn Jakupi, Mehendi Kamani

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