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Home Health
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Mar 13, 2026 |
Baumann Capital Benedikt Baumann
|
View | AI, Quality, Industrial Gases, Home Health | AHT.L, AI.PA, LIN, SOL.MI, WIT.MI | AI, Europe, healthcare, Home Health, Industrial Gases, infrastructure, Quality |