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Healthcare
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 12, 2026 |
Summers Value Fund Andrew Summers
|
View | Healthcare, Value, Small Caps | CCSI, DPLO, ELMD, ENDP, NVO | concentrated, healthcare, long-term, small caps, special situations, value |
| 2025 Q4 | Jan 26, 2026 |
Baron Discovery Fund Andrew Peck
|
View | AI, Healthcare, Defense, Software | ALKT, CWAN, CWST, DKNG, DT, ESTA, EXAS, FROG, GCI, GTLB, INDIE, LLYVA, LOAR, MRCY, PRMB, RGEN, S, SITM, TREX, VRNS, WAY | AI, defense, growth, healthcare, Quality, small caps, software |
| 2025 Q4 | Jan 18, 2026 |
T. Bailey Global Thematic Equity Fund Elliot Farley
|
View | AI, Healthcare, Gold, Copper, Trade Policy | AAPL, AZN, BYTS.L, CKN.L, EXPN.L, HIK.L, HLMA.L, IMI.L, ITRK.L, LLOY.L, MAN.L, MNDI.L, NWG.L, ORCL, ROR.L, TESCO.L | AI, Copper, emerging markets, gold, healthcare, Japan, thematic, Trade Policy |
| 2025 Q4 | Feb 4, 2026 |
Aristotle Small Cap Equity Fund Dave Adams
|
View | Healthcare, Value, Semiconductors, Energy Transition, Small Caps, Regional Banks | ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW | Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value |
| 2025 Q4 | Jan 24, 2026 |
Long Cast Advisers Avram Fisher
|
View | Healthcare, Value, Small Caps | CCRD, CCRN, EEFT, LSYN, MAMA, MTRX, NRC, PDEX, PESI, QRHC, RELL, RSSS | healthcare, Owner-Operator, small caps, Staffing, value |
| 2025 Q4 | Jan 12, 2026 |
Summers Value Fund Andrew Summers
|
View | Healthcare, Value, Small Caps | CCSI, DPLO, ELMD, ENDP, NVO | concentrated, healthcare, long-term, small caps, special situations, value |
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Healthcare, Energy, Value, Financials, Software | AIG, APA, C, CMCSA, CRM, CRWD, CVS, ERIC, FDX, FFIV, FISV, GM, NFLX, PLTR, UNH, WBD, WDAY, WPP | banks, energy, financials, healthcare, large cap, software, valuation, value |
| 2025 Q4 | Jan 18, 2026 |
Mairs & Power – Growth Fund Andrew R. Adams
|
View | AI, Healthcare, Valuation | FI, HRL, ISRG, JPM, MSFT, MSI, NVDA, NVT, RHHBY, TECH, UNH, ZTS | AI, growth, healthcare, large cap, technology, valuation |
| 2025 Q4 | Feb 11, 2026 |
Latitude Global Fund Freddie Lait
|
View | AI, Healthcare, Infrastructure, Buybacks, Travel, Discount Retail | AI.PA, ASSA-B.ST, AZO, COR, DEO, DG.PA, DLTR, EIF.PA, GOOGL, ICE, JPM, MCK, RPRX, RYA.L, SHEL, TSCO.L, UNH, V | AI, Buybacks, Europe, growth, healthcare, infrastructure, retail, value |
| 2025 Q4 | Jan 23, 2026 |
American Century Equity Income Fund Kevin Toney
|
View | Healthcare, Dividends, Quality | BDX, EPD, GOOGL, JNJ, JPM, MCD, MCHP, MDLZ, MDT, MMC, MU, NSC, PEP, PNC, RHHBY, SYY, TFC, UL | Consumer Staples, dividends, financials, healthcare, Quality, value |
| 2025 Q4 | Jan 15, 2026 |
GROW Funds LLC Mike Collins
|
View | AI, Healthcare, Small Caps | AMZN, AXSM, CSCO, FENC, GENI, GOOGL, INDV, MAMA, MDXH, META, MSFT, NPCE, NTNX, NVDA, ORCL, SEMR, XERS | AI, Biotechnology, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, valuation |
| 2025 Q4 | Feb 3, 2026 |
Baird Small/Mid Cap Growth Equity Fund Jonathan Good
|
View | AI, Healthcare, Defense, Semiconductors, Data Centers | ABT, AFRM, BOOT, BRBR, BROS, BURL, BWXT, CASY, CHDN, COCO, CRDO, CW, DKNG, DT, ELF, EME, EXAS, FOUR, GKOS, KTB, LII, MASI, MNDY, MTSI, PEN, PODD, RGEN, RKLB, TARS, TWLO, ULS, VERX, WAY, WSO | AI, defense, growth, healthcare, mid cap, semiconductors, small cap, technology |
| 2025 Q4 | Jan 21, 2026 |
Meridian Growth Fund Chad Meade
|
View | Healthcare, Quality, Small Caps | ABT, CERT, CHDN, COO, DOCS, DT, EXAS, GFS, GMED, RELY, SAIC, TNDM, TPB, TRMB, VCYT | growth, healthcare, Medical Devices, Quality, small caps, technology |
| 2025 Q4 | Dec 31, 2025 |
Edgewood Management Alan Breed
|
View | AI, Healthcare, Semiconductors, Software | ASML, AVGO, AXON, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX | AI, growth, healthcare, large cap, Quality, semiconductors, software, technology |
| 2025 Q4 | Jan 26, 2026 |
Davis Opportunity Fund Chris Davis
|
View | Healthcare, Energy, Active Management, Financials, Technology | AMAT, AMZN, COF, CTRA, CVS, DGX, GOOGL, META, MKL, SOLV, TECK, UNH, USB, VTRS, WCC | active management, energy, financials, healthcare, Outperformance, selectivity, technology, valuation |
| 2025 Q4 | Jan 20, 2026 |
Fairlight Global Small & Mid Cap Fund Nicholas Cregan
|
View | AI, Healthcare, Quality | CPRT, DPLM.L, FDS, G24.DE, HLMA.L, IDXX, IT, MEDP, REC.MI, ULTA | AI, global, healthcare, Quality, small caps, technology, underperformance |
| 2025 Q4 | Feb 3, 2026 |
The Sound Shore Fund Harry Burn
|
View | Healthcare, Value, Defense, Contract Manufacturing | C, COF, FLEX, GM, HII, LUV, MSFT, PVH, PYPL, REGN, TEVA, TMO, TXN, WBD | defense, earnings, healthcare, Manufacturing, Transformation, undervalued, value |
| 2025 Q4 | Jan 21, 2026 |
Meridian Small Cap Growth Fund Chad Meade
|
View | Healthcare, Quality, Technology | ALKT, AMPL, AXGN, CCSI, CDNA, CERT, GPCR, KEX, RELY, TPB, VCYT, VNOM, ZNAS | Biotechnology, growth, healthcare, Quality, small caps, technology, value |
| 2025 Q4 | Jan 6, 2026 |
Auscap Asset Management Tim Carleton
|
View | Healthcare, Industrials, Materials | 360.AX, APE.AX, ARB.AX, BRG.AX, CAR.AX, CQR.AX, DXS.AX, GMD.AX, HMC.AX, IEL.AX, MQG.AX, NCK.AX, NHF.AX, NST.AX, PLS.AX, QUB.AX, REA.AX, REH.AX, RMD.AX, RMX.AX, SDF.AX, SHL.AX, WTC.AX | Australia, equities, healthcare, industrials, materials, Mining |
| 2025 Q4 | Feb 19, 2026 |
McIntyre Partnerships Chris McIntyre
|
View | Healthcare, Value, Real Estate | MDRX, SAFE, SHC, STE | healthcare, liquidation, real estate, small cap, undervalued, value |
| 2025 Q4 | Jan 26, 2026 |
Brown Advisors Mid-Cap Growth strategy George Sakellaris
|
View | AI, Healthcare, Energy, Semiconductors, Data Centers, Cybersecurity | AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS | AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology |
| 2025 Q4 | Jan 19, 2026 |
Carillon Eagle Mid Cap Growth Fund Eric Mintz
|
View | AI, Healthcare, Technology, Travel, Space | ALNY, ARES, AXON, COR, CRS, CVNA, HLT, LPLA, MDB, NTRA, RBA, RBLX, RCL, ROST, TER, VEEV, VRT, VST | aerospace, AI, Biotech, consumer, growth, healthcare, mid cap, technology |
| 2025 Q4 | Feb 4, 2026 |
Carillon Eagle Small Cap Growth Fund Eric Mintz
|
View | AI, Healthcare, Onshoring, Space | AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD | aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology |
| 2025 Q4 | Jan 2, 2026 |
Oak Ridge Investments, LLC David M. Klaskin
|
View | AI, Healthcare, Valuations, Technology | CSCO, TGT, WMT | AI, Fed policy, growth, healthcare, technology, Valuations |
| 2025 Q4 | Jan 7, 2026 |
ITUS Capital Fundamental Value Fund Naveen Chandramohan
|
View | Healthcare, Financials, Consumer, Mining | CUB.NS, DRREDDY.NS, EICHERMOT.NS, ERIS.NS, HDFCAMC.NS, HDFCBANK.NS, HDFCLIFE.NS, HINDCOPPER.NS, HINDZINC.NS, ICICIBANK.NS, ICICIGI.NS, NAVINFLUOR.NS, PAYTM.NS, PBFINTECH.NS, PIRAMALP.NS, SBIN.NS, SRF.NS, SWIGGY.NS, TITAN.NS, VEDL.NS | Bottom Up, earnings, growth, healthcare, India, Mining, Multi Cap, selectivity |
| 2025 Q3 | Oct 12, 2025 | View | AI, Healthcare, Industrials | APP, ARGX, AXON, BJ, BRO, CTAS, DASH, HOOD, HUBS, IBKR, IDXX, INSM, INSP, IT, LSCC, MPWR, NCLH, ORLY, ROST | AI, Automation, Fintech, healthcare, industrials | |
| 2025 Q3 | Oct 20, 2025 |
Pelican Bay Capital Management Tyler Hardt
|
View | Healthcare | CPAY, ELV, EOG, FIS, GOOG, ODFL, UNH | AI, Freight, gold, Health Insurance, value |
| 2025 Q3 | Oct 2, 2025 |
Night Watch Investment Management Roderick van Zuylen
|
View | Healthcare, Value, Small Caps, Japan | 5842 JP, BKD, WDC | healthcare, Japan, private equity, small caps, value |
| 2025 Q3 | Oct 14, 2025 |
RTW Investments Roderick Wong
|
View | Innovation, Biotech, Healthcare | - | Biotechnology, Clinical Trials, Gene Therapy, Healthcare Innovation, RNA |
| 2025 Q3 | Oct 20, 2025 |
Alpha Wealth Funds – The Insiders Fund Harvey Warren Sax
|
View | AI, Healthcare, Semiconductors | AMAT, AMD, APP, AXON, ET, GOOG, INTC, LLY, MRVL, ROK | Artificial Intelligence, Energy Infrastructure, healthcare, insider buying, semiconductors |
| 2025 Q3 | Oct 16, 2025 |
Platinum International Fund Ted Alexander
|
View | AI, Healthcare | ASML, BABA, IQV, TSM | Artificial Intelligence, China, healthcare, semiconductors, technology |
| 2025 Q3 | Oct 29, 2025 |
Polen Capital – U.S. Small Company Growth Rayna Lesser Hannaway
|
View | Healthcare | BE, CRS, JOBY, ODD, POWL, TMDX | aerospace, AI Infrastructure, Electrification, energy, innovation |
| 2025 Q3 | Oct 8, 2025 |
Orbis Global Equity Ben Preston
|
View | Innovation, Biotech, Healthcare, Value, Growth | ALNY, CRSP, GMAB, INSM | Biotechnology, Gene Therapy, healthcare, innovation, Value Investing |
| 2025 Q3 | Oct 22, 2025 |
Bretton Fund Stephen Dodson
|
View | Healthcare, Technology | UNP | Antitrust, Health Care, Railroads, technology, valuation |
| 2025 Q3 | Oct 20, 2025 |
Davenport Core Leaders Fund George L. Smith III
|
View | AI, Healthcare, Technology | EA, NVDA, NVO | Artificial Intelligence, healthcare, Large Caps, Robotics, technology |
| 2025 Q3 | Oct 19, 2025 |
Harding Loevner Global Small Companies Christopher Mack
|
View | Healthcare, Commodities, Technology | 6969 JP, AFX GR, LEHN SW | Artificial Intelligence, gold, Medical Devices, Quality Investing, Recurring Revenue |
| 2025 Q3 | Oct 12, 2025 |
Macquarie Large Cap Growth Fund Bradley Klapmeyer
|
View | AI, Cloud, Healthcare | AMD, EQIX, ICE, INTU, META, VMC | AI, Cloud, growth, healthcare, innovation |
| 2025 Q3 | Nov 5, 2025 |
1290 Avantis U.S. Large Cap Growth Fund Eduardo Repetto
|
View | Healthcare | - | Growth Stocks, Large Caps, Mega Caps, profitability, valuation |
| 2025 Q3 | Oct 1, 2025 |
Patient Capital Management Samantha McLemore
|
View | Healthcare, Value, Technology | - | cash flow, healthcare, Quality, technology, value |
| 2025 Q3 | Oct 20, 2025 |
Invesco Emerging Markets Local Debt Fund Hemant Baijal
|
View | Healthcare | - | emerging markets, inflation, Local Currency, monetary policy, Sovereign Bonds |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -Global Alpha Michael Taylor
|
View | AI, Healthcare, Financials | 0XXT LN, BHP AU, COIN, EDEN FP, ENSG, ENTG, GMAB DC, MEDP, MSCI, NVO, SHOP, UNH | Artificial Intelligence, Digital Platforms, Global Growth, Healthcare Innovation, semiconductors |
| 2025 Q3 | Oct 16, 2025 |
Brown Advisors Mid-Cap Growth strategy George Sakellaris
|
View | AI, Healthcare | ALNY, CAH, CMG, CVNA, DKNG, DXCM, FIG, FIX, MDB, NTSK, OS, PSN, RBLX, TTD, VRSK, WST, ZS | Artificial Intelligence, Biotechnology, cybersecurity, Data centers, healthcare |
| 2025 Q3 | Oct 16, 2025 |
T. Bailey Multi-Asset Growth Fund Elliot Farley
|
View | Healthcare | GLDN AU, MERFGBP ID, PLAIREA ID | demand, demographics, healthcare, innovation, regulation |
| 2025 Q3 | Oct 10, 2025 |
Oakmark International Fund David G. Herro
|
View | Healthcare, Industrials, Luxury | BNZL, CNH, DSY FP, FEMSAUBD MM, HEX NO, ITRK LN, KER FP, SHL GR | Automation, healthcare, industrials, Luxury, value |
| 2025 Q3 | Oct 22, 2025 |
Kovitz Core Equity Strategy Matt Hayner
|
View | AI, Healthcare, Quality | ALC, COO, FI, GOOG, KMX, ORCL, PM, PPG, RYAN, TSLA, WAT | AI, Compounding, Health Care, Quality, valuation |
| 2025 Q3 | Oct 1, 2025 |
Infuse Partners Ryan Reeves
|
View | Healthcare, Technology, MedTech | INT SS, PHX AU, TMDX | Distribution, healthcare, Medtech, regulation, technology |
| 2025 Q3 | Oct 20, 2025 |
Sands Capital Global Growth Fund Frank M. Sands
|
View | AI, Healthcare, E-commerce | AXON, CVNA, DXCM, GALD SW, GOOG, III LN, IMCD NA, ISRG, NFLX, NVDA, RGEN, SHOP, SIKA SW, TEAM, TSM | Artificial Intelligence, E-Commerce, Global Growth, healthcare, semiconductors |
| 2025 Q3 | Oct 19, 2025 |
Carillon Eagle Mid Cap Growth Fund Eric Mintz
|
View | AI, Healthcare, Industrials | ALNY, AXON, DXCM, FICO, INSM, MDB, MPWR, TTD, WING, WYNN | Artificial Intelligence, Biotech, Data centers, industrials, reshoring |
| 2025 Q3 | Oct 15, 2025 |
Upslope Capital Management George K. Livadas
|
View | Healthcare, Defense, Quality | 8697 JP, BIO, CHG LN, DPLM LN, EVR, FCN, GOOG, HOLN SW, HSY, IMXI, INTC, KDEF, MKTX, SMIN LN, STE, TDY, WST | AI, defense, healthcare, Quality, valuation |
| 2025 Q3 | Nov 5, 2025 |
1290 SmartBeta Equity Fund Cameron Gray
|
View | Healthcare | - | AI, China Stimulus, Developed Markets, Fed Rate Cuts, Trade Policy |
| 2025 Q3 | Oct 1, 2025 |
ClearBridge Investments Large Cap Growth Strategy Peter Bourbeau
|
View | AI, Healthcare, Technology | ACN, AVGO, CMG, DDOG, UNH, UNP, WDAY | AI, Broadcom, Datadog, Oracle, technology |
| 2025 Q3 | Oct 21, 2025 |
ClearBridge Mid Cap Growth Strategy Brian Angerame
|
View | AI, Healthcare | ATS, QXO | Artificial Intelligence, Biotechnology, healthcare, Industrial Automation, Mid Caps |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -International All Cap Alex Summers
|
View | AI, Healthcare, Financials | - | Artificial Intelligence, Diagnostics, financials, healthcare, semiconductors |
| 2025 Q3 | Oct 19, 2025 |
Minot Light Capital Partners Tom Wetherald
|
View | Healthcare, Consumer, Small Caps | ARQ, CLPT, CURV, LGCY, LUCD, REAL, SWAG | Biotech, Consumer Stocks, Growth Investing, Life Sciences, small caps |
| 2025 Q3 | Oct 9, 2025 | View | AI, Healthcare, Defense, Growth, Small Caps | CLBT, CRDO, KTOS, RNA | Artificial Intelligence, defense, growth, healthcare, small caps | |
| 2025 Q3 | Oct 28, 2025 |
The London Company Income Equity Brian Campbell
|
View | AI, Healthcare, Quality | AAPL, CMI, DEO, FIS, GLW, NSGRY, NTDOY, PM, TEL, UNH | Artificial Intelligence, dividends, healthcare, income, Quality |
| 2025 Q3 | Oct 1, 2025 |
Protean Select Carl Gustafsson
|
View | Healthcare, MedTech, Investment Companies | EKTAB SS, GETIB SS | healthcare, Investment Companies, Medtech, turnaround, valuation |
| 2025 Q3 | Oct 20, 2025 |
Touchstone Sands Capital International Growth Equity Fund Frank M. Sands
|
View | Healthcare, Financials, E-commerce | 6098 JP, ADYEN NA, ARGX, CSU CN, EVD GR, GALD SW, HEX NO, III LN, MELI, NU, PDRB, SE, SHOP, SIKASW, TSM | Artificial Intelligence, E-Commerce, financials, Global Growth, healthcare |
| 2025 Q3 | Oct 19, 2025 |
Artisan Mid Cap Fund Matthew Kamm
|
View | Healthcare, Technology, Industrials | ARGX, DXCM, INSM, LPLA, LSCC, NTBLQ, RBC, RDDT, SNOW, SPOT, TDY, TEAM, TTAN, TYL, VCYT, WING, WWD | aerospace, Artificial Intelligence, Automation, Biotech, semiconductors |
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – Focus Plus C.T. Fitzpatrick
|
View | Healthcare, AI Integration, Growth | CRM, GOOG, UNH | Artificial Intelligence, Defensive Growth, healthcare, Quality, regulation |
| 2025 Q3 | Nov 8, 2025 |
Summers Value Fund Andrew Summers
|
View | Healthcare | ADMA, DERM, LGND, QURE | biopharma, demographics, healthcare, innovation, regulation |
| 2025 Q3 | Oct 2, 2025 |
Vltava Fund Daniel Gladi
|
View | Healthcare, Value, Growth | FI, MRX, NVO | commodities, growth, healthcare, payments, value |
| 2025 Q3 | Oct 21, 2025 |
Brandes Small Cap Value Fund Bryan Barrett
|
View | Healthcare, Industrials, Small Caps | GLOB, PBH | digital transformation, Health Care, industrials, small caps, value |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -International Growth Tom Coutts
|
View | AI, Innovation, Healthcare | - | Artificial Intelligence, Biotechnology, Digital Platforms, Healthcare Innovation, Long-Term Growth |
| 2025 Q3 | Oct 9, 2025 | View | AI, Healthcare, Energy, Growth, Banks | ARGX, CLS CN, DOL CN, HSBC, KBC BB, NZYMB SW, SAN | Artificial Intelligence, banks, emerging markets, Europe, healthcare | |
| 2025 Q3 | Oct 28, 2025 |
Harris Associates Concentrated Strategy Tony Coniaris
|
View | AI, Healthcare, Media | CRM, GOOG, IQV, KDP, MOH, WBD | Artificial Intelligence, Cloud, healthcare, Media, U.S. Equities |
| 2025 Q3 | Sep 30, 2025 |
Oaktree Capital Management Howard Marks
|
View | Healthcare, Credit, Valuation, Private Equity, Real Estate | - | credit, healthcare, private equity, real estate, valuation |
| 2025 Q3 | Oct 20, 2025 |
Rockwood Strategic Richard Staveley
|
View | Healthcare | FLO LN, FSJ LN, VANQ | Recovery, small caps, turnaround, UK Equities, Value Investing |
| 2025 Q3 | Oct 20, 2025 |
Marram Investment Management Vivian Y. Chen
|
View | AI, Healthcare, Technology | BPCP LN, SEI | Artificial Intelligence, Diagnostics, Growth Investing, healthcare, software |
| 2025 Q3 | Oct 14, 2025 |
Harding Loevner Global Equity Peter Baughan
|
View | Healthcare, Diversification, Infrastructure | ACN, GOOG, ORCL, TSM | Artificial Intelligence, diversification, healthcare, technology, valuation |
| 2025 Q3 | Nov 8, 2025 |
Loomis Sayles Global Growth Fund Aziz V. Hamzaogullari
|
View | Healthcare | ADYEN NA, GOOG, MELI, NFLX, ORCL, TSLA | Cloud, Digital Advertising, E-Commerce, EVs, growth |
| 2025 Q3 | Oct 7, 2025 |
Oakmark Fixed Income Adam Abbas
|
View | Healthcare, Credit, Discipline, Simplicity | ARE, CNC, CVS | Bonds, Credit Risk, fixed income, healthcare, Simplicity |
| 2025 Q3 | Oct 21, 2025 |
Artisan Partners Small Cap Fund Craigh Cepukenas
|
View | AI, Healthcare, Small Caps | 4350 JP, ALAB, ASND, CGNX, CWAN, IBP, INSM, LOAR, LSCC, MDGL, MOD, MTSI, SN, WAY, WING | AI, Biotech, Health Care, industrials, small caps |
| 2025 Q3 | Oct 20, 2025 |
Wasatch Small Cap Growth Strategy JB Taylor
|
View | AI, Healthcare | BRBR, FN, INSP, MEDP, NVM, SHAK | Artificial Intelligence, Growth Investing, healthcare, semiconductors, small caps |
| 2025 Q3 | Oct 19, 2025 | View | Healthcare, Commodities, Technology | 6869 JP, AFX GR, BC8 GR | Artificial Intelligence, gold, IT Services, Medical Devices, Quality Investing | |
| 2025 Q2 | Jul 16, 2025 |
Harding Loevner International Equity Maria Lernerman
|
View | Healthcare | - | demographics, Health Care, innovation, regulation risk, valuation |
| 2025 Q2 | Jun 30, 2025 |
Oakmark Global Select Fund William C. Nygren
|
View | Healthcare, Value, Industrials | - | healthcare, industrials, Quality, value |
| 2025 Q2 | Jun 30, 2025 |
Oakmark Select Fund Tony Coniaris
|
View | Healthcare, Financials, Technology | - | financials, healthcare, technology, value |
| 2025 Q1 | Apr 30, 2025 |
Minot Light Capital Partners Tom Wetherald
|
View | Healthcare, Consumer, Small Caps | CYRX | Biotech, Consumer Stocks, Growth Investing, Life Sciences, small caps |
| 2024 Q1 | Apr 17, 2024 |
Langdon Global Smaller Companies Greg Dean
|
View | Healthcare, Retail, Beverage | - | Beverages, Biotech, ContractResearch, LuxuryRetail, MergersAcquisitions |