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Health Care
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 15, 2025 |
Parnassus Value Equity Fund Billy Hwan
|
View | AI, Value, Health Care | ABNB, ABT, BALL, BK, CMI, DE, DHI, HD, NICE, NVO, ORCL, SPGI, SYK, TSM, WDC | Artificial Intelligence, Health Care, Medical Devices, Rate Cuts, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Curreen Capital Christian Ryther
|
View | Small Caps, Health Care | AAP, CACC, EHAB, ENR GR, FTDR, FTRE, GETB LN, KTB, PLX FP, THNC CN, VFC | cash flow, Health Care, small caps, turnaround, value |