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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 9, 2023 | The Olstein Strategic Opportunities Fund | - | - | AMZN, AVTR, BAX, CSCO, CW, DAL, DE, DIS, DOV, FIS, GNRC, GOOGL, IFF, KFY, KLIC, META, NFLX, ORCL, TGT, USB, WESCO | Banking, discount, Entertainment, free cash flow, fundamentals, technology, value | The fund emphasizes buying companies at significant discounts to intrinsic value based on normalized future free cash flow. The manager believes current negative sentiment has created opportunities to purchase good companies whose stock prices have fallen to levels that no longer accurately represent their future fundamentals. | CSCO DIS |
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| 2025 Q2 | Aug 11, 2025 | BlackRock Mid-Cap Value Fund | 5.6% | 4.9% | BAX, BDX, CAH, CVS, FCNCA, FIS, LHX, SSNC, STM, WDC | AI, dividends, financials, healthcare, Mid-cap, technology, value | Optimism about artificial intelligence endures, with companies emphasizing it in earnings calls and delivering strong results. The fund views AI as a continuing driver of market performance despite broader volatility. | View | |
| 2025 Q2 | Jul 15, 2025 | Coho Relative Value Equity | - | - | AAPL, ABT, AMZN, BAX, CAG, COR, CVS, DG, DIS, GOOGL, MCHP, MDT, META, MMC, MSFT, NKE, NVDA, SJM, TMO, TOST, TSLA | AI, Concentration, Consumer Staples, GLP1, healthcare, multiples, technology, value | AI euphoria following ChatGPT release sparked impressive but narrowly led market rally in Information Technology sector. The excitement surrounding AI potential caused investors to ignore typical inverse correlation between rates and P/E multiples. AI-driven momentum propelled sectors Coho tends to underweight. | View | |
| 2024 Q2 | Jul 12, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | ALGN, AVGO, BAC, BALL, BAX, BEP, BK, CMCSA, CSCO, GOOGL, GPN, INTC, MSFT, MU, NICE, ORCL, SPGI, SYY, TSM, VZ | AI, financials, healthcare, large cap, semiconductors, technology, value | The fund maintains strategic investments in Information Technology that should benefit from AI advancements. AI-related storylines continued to drive investor focus during the quarter. The fund sees upside from AI infrastructure spend through holdings like Broadcom. | View | |
| 2023 Q2 | Jul 12, 2023 | Generation Investment Management Global Equity | - | - | AMAT, ASML, BAX, BDX, HSIC, LRCX, MSFT, NVDA, PANW, TXN | AI, Quality, semiconductors, sustainability, technology | Generative AI has entered public consciousness with ChatGPT usage growing rapidly. The technology holds great promise but economic impact will take time as companies experiment with tools. GPU usage is only 7% of servers globally. AI will benefit semiconductor equipment makers and cybersecurity companies while transforming software development. | AMAT |
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| 2025 Q2 | Jun 30, 2025 | Parnassus Value Equity Fund | 7.2% | - | A, AVGO, AZN, BAX, DHR, GILD, GPN, LIN, MSFT, MU, ORCL, PFE, PGR, REGN, SPG, TMO, TSM, UNH, WMT, WTW | AI, healthcare, Quality, tariffs, technology, value | The Fund's outperformance was primarily driven by artificial intelligence-related portfolio holdings in the Information Technology sector. AI-related companies like Broadcom, Oracle, Microsoft, Micron Technology, and Taiwan Semiconductor benefited from the ongoing AI megatrend and boom in AI investment. The portfolio maintains exposure to semiconductor makers and cloud providers as key beneficiaries of AI investment and cloud adoption. | DHR WTW REGN LIN TMO WMT |
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| 2023 Q2 | Jun 30, 2023 | Platinum International Fund | -0.9% | - | 005930.KS, 0700.HK, 2318.HK, 2338.HK, 6479.T, 8002.T, AIR.PA, ALLFG.L, BAX, CATL, GOOGL, INDIGO.NS, MCHP, RH, SUZB3.SA, TRU, TSM, UPM1V.HE, ZTO | AI, China, Energy Transition, global, rates, technology, value | The extraordinary bounce in technology sector driven by artificial intelligence developments, particularly ChatGPT and NVIDIA's revenue guidance. While AI has extraordinary potential, current investor enthusiasm and valuations of favoured names lead to wariness about obvious plays like NVIDIA. | View | |
| 2023 Q2 | Jun 30, 2023 | Platinum Global Fund (Long Only) | 2.0% | - | 005930.KS, 0700.HK, 1348.T, 1810.HK, 2057.HK, 2338.HK, 5901.T, 6479.T, AGL.AX, ALLFG.L, BAX, INDIGO.NS, MCHP, META, RH, UPM.HE | China, energy, Japan, Recovery, technology, Travel | InterGlobe Aviation benefited from competition elimination post-COVID, driving price discipline in Indian airfare markets. The investment case is playing out with very large increases in profitability as the market recovers. | View | |
| 2025 Q1 | May 14, 2025 | Broyhill Asset Management | 2.8% | 2.8% | AVTR, BAX, DLTR, NTDOY, PM, SIX, UBER | diversification, Europe, global, tariffs, technology, value, volatility | Volatility was the main theme of the first quarter, particularly among US technology companies that dominate passive indices. The portfolio performed well as markets questioned capital allocation to semiconductors and data centers for AI, with Broyhill gaining 2% gross while the S&P 500 declined 6% and Magnificent Seven fell 13% during key volatile periods. | DLTR UBER SIX AVTR BAX PM |
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| 2026 Q1 | Apr 24, 2026 | O’Keefe Stevens Advisory, Inc | - | - | BABA, BAX, ELY, GLW, HCC, NVDA, PRGO, SPHR, TPH, WY | AI, Cash, Defensive, Entertainment, healthcare, Lumber, software, Valuations | View | ||
| 2023 Q1 | Apr 14, 2023 | Generation Investment Management Global Equity | - | - | ADSY, AMZN, BABA, BAX, HSIC, MSFT, SCHW, SIKA.SW, TT, VWS.CO, ZAL.DE | AI, Esg, global, healthcare, Long Term, Quality, sustainability, technology | Generation focuses on healthcare companies that reduce costs, drive efficiency, improve clinical outcomes, and improve access to care. They highlight Henry Schein as an example of a company addressing growing healthcare costs and labor shortages while benefiting from digitalization trends in dental offices and the shift of care to more affordable settings. | HSIC |
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| 2025 Q1 | Mar 31, 2025 | Pzena Investment Management | - | - | 005930.KS, AKE.PA, BABA, BAER.SW, BAX, BIRG.L, CABK.MC, CVS, DOW, GSK.L, HUN, KOP, ML.PA, NVDA, NVTA, SBRY.L, TCEHY, TESCO.L, TSM, TSMC, UIS | AI, Banking, Chemicals, Europe, risk management, semiconductors, tariffs, value | Broad-based tariffs announced in April created significant market volatility and uncertainty. The firm uses its risk framework to assess tariff impacts on portfolio companies, examining business models, balance sheets, and competitive positioning. Many holdings have reduced Chinese exposure since 2018-2019 tariffs. | 005930.KS |
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| 2025 Q1 | Mar 31, 2025 | BlackRock Mid-Cap Value Fund | -0.6% | -0.6% | BAX, CAH, CVS, EA, FCNCA, FIS, LH, LHX, SEE, SSNC | AI, dividends, financials, healthcare, mid cap, Quality, Trade Policy, value | Trade tensions and AI infrastructure spending scrutiny have driven rotation into value stocks, which outperformed growth stocks due to attractive valuations and earnings growth convergence. The fund emphasizes discipline in selecting high-quality businesses with strong fundamentals and reasonable valuations. | View | |
| 2025 Q1 | Mar 31, 2025 | Pzena Focused Value strategy | 1.0% | 1.0% | BAC, BAX, CVS, DAL, DG, EQH, FNF, LKQ, NWL, PVH, UHS | consumer, earnings, financials, healthcare, Trade Policy, value | Value stocks outperformed the broad market in the quarter, though the Focused Value strategy underperformed its benchmark. The manager emphasizes that starting point valuations remain extremely attractive in the portfolio today. | View | |
| 2024 Q4 | Feb 5, 2025 | Broyhill Asset Management | - | 5.5% | AVTR, BAX, CRL, EVO.ST, FMS.DE, MCK, NICE, SIX | AI, Concentration, Europe, healthcare, small caps, underperformance, value | Growth stocks outperformed value by 20 percentage points in 2024, creating extreme valuation spreads. The manager believes current concentration and valuations set up value for potential decades of mean reversion, similar to post-dot-com periods. | AVTR BAX SIX EVO.ST NICE |
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| 2025 Q4 | Feb 12, 2026 | Broyhill Asset Management | 0.0% | 0.0% | AVTR, BAX, DLTR, FI, FUN, IQV, PM, RKT.L, TMO, WOSG.L | AI, Concentration, defensives, Europe, fundamentals, momentum, Speculation, value | The AI capital cycle has created extreme market concentration and speculative momentum, with AI-related stocks accounting for 75% of S&P 500 returns since ChatGPT launched. The manager views this as a bubble similar to historical infrastructure buildouts like railroads and electricity, where early investors suffered catastrophic losses while benefits ultimately accrued to users rather than producers. Current AI capex spending approaches 2.1% of GDP, nearing levels that coincided with previous market peaks. Value stocks are trading at some of the widest discounts on record, with the portfolio positioned in businesses trading at substantial discounts to normalized earnings power. The manager believes this disconnect reflects pessimism and exhaustion rather than permanent impairment, creating an extremely promising starting point for long-term outperformance as fundamentals reassert themselves. Momentum has been the single defining force across equity markets, with performance increasingly driven by narratives rather than fundamentals. The current cycle has been one for the record books, with the two years leading up to 2025 being the second strongest on record for momentum after the dot-com era. The manager expects mean reversion to eventually favor value strategies. Global defensive sectors have fallen to their lowest weighting since 2000, trading at discounts to both the market and their own histories amid deteriorating sentiment and unusually high short interest. These sectors offer significant upside potential and provide defense, as companies selling basic necessities tend to shine when the rest of the market is in trouble. | RKT LN WOSG LN FUN AVTR FISV DLTR IQV PM |
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| 2025 Q4 | Feb 11, 2026 | BlackRock Mid-Cap Value Fund | 2.5% | 13.7% | BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, SSNC, WCC, WDC | AI, dividends, financials, healthcare, industrials, inflation, mid cap, value | Manager notes exuberance driven by artificial intelligence and narrow leadership raises questions about durability. They see value investing as offering a risk-aware way to participate in secular themes, including AI. Large-scale AI-related capital spending could strain power, materials, and construction capacity. The fund explicitly follows a value investing approach, investing in mid-cap companies that pay attractive, sustainable and growing dividends. Manager emphasizes value investing offers a risk-aware way to participate in secular themes and argues for selectivity and disciplined risk control. | View | |
| 2024 Q4 | Dec 31, 2024 | BlackRock Mid-Cap Value Fund | -3.0% | 9.1% | BAX, CAH, EA, FCNCA, FIS, KHC, LHX, SEE, SSNC, WDC | dividends, financials, healthcare, industrials, mid cap, Quality, value | The fund focuses on finding high-quality businesses with clean balance sheets, good franchises, and savvy management at attractive valuations. The managers emphasize avoiding momentum chasing and maintaining discipline in their value-oriented approach despite market conditions. | View | |
| 2024 Q4 | Dec 31, 2024 | Parnassus Value Equity Fund | -1.5% | 12.0% | ABNB, ALGN, AMAT, AMZN, AVGO, AZN, BALL, BAX, BIIB, BK, DHI, GOOGL, GPN, INTC, MU, NICE, ORCL, PGR, SCHW, TSM | AI, financials, healthcare, large cap, semiconductors, technology, value | The fund benefited from AI-driven performance in holdings like Broadcom, which achieved record revenues from AI projects and custom chips for AI infrastructure. Oracle gained market share in cloud-based training of generative AI models through strategic partnerships. Applied Materials was added as a leading supplier of wafer fabrication equipment critical for AI semiconductor manufacturing. | V AMAT NVO AZN ABNB |
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| 2023 Q4 | Dec 31, 2023 | Platinum Global Fund (Long Only) | 3.2% | 14.3% | 005930.KS, 1928.HK, 6862.T, BALL, BAX, CATL, HEIA.AS, IFX.DE, IGPA.NS, JD.L, MU, PDD, RBI.VI, TCOM, TRU, UBS, UPM.HE, WIZZ.L, ZTO | Beverages, Cautious, E-Commerce, global, Opportunities, semiconductors | After a difficult couple of years, semiconductor company shares are turning up on recovering demand for core chips for PCs and mobile phones but also on the increased demand for the high-end chips required for AI-focused technologies. Broad strength across semiconductor names including Micron, Infineon and Samsung Electronics. | View | |
| 2025 Q3 | Nov 8, 2025 | Cullen Enhanced Equity Income Fund | 0.9% | 5.4% | AMZN, BAX, BDX, CAG, GOOGL, META, MSFT, NVDA, ORCL, RIO, SW | AI, dividends, Fed, growth, tariffs, technology, value | Euphoria around AI investments has propelled markets higher, with the rebound in the Magnificent 7 pushing valuations to record highs. The trillions of dollars being invested into agentic AI will eventually need to be monetized. Capital expenditures among the top five hyperscalers have surged as these companies race to establish leadership in generative AI. | SPGI |
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| 2024 Q3 | Nov 5, 2024 | Broyhill Asset Management | 6.0% | 0.0% | AVTR, BAX, BN.PA, DG, EPAM, EVO.ST, FI, NICE, PM, PYPL, ROL, RTO.L, SCHW | consumer, financials, gaming, healthcare, technology, value | Philip Morris is shifting business mix from combustible cigarettes towards reduced risk products and re-entering the US market through Swedish Match acquisition. Zyn has become wildly popular with supply constraints despite production expansion, while youth usage remains under 2%. | NICE EVO.ST RTO.L |
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| 2023 Q3 | Oct 6, 2023 | Ennismore Global Equity Fund | 8.3% | 10.9% | 9404.T, ADEV.OL, ADM.L, ATLC, AUTO.L, BAX, BSX, BZU.MI, CAR.AX, CUERVO.MX, DIE.BR, GOOGL, IDS.L, IRTC, MRO.L, PHIA.AS, REA.AX, RMV.L, SCHIBSTED-B.OL, STRX.L, TCX | Classifieds, European Equities, healthcare, Long/Short, Medical Devices, technology, value | The fund has significant exposure to online classifieds businesses through Schibsted and Adevinta, which operate property, car, and job listing platforms across Europe. These businesses have strong market positions but have been under-monetized due to poor operational management and fragmented technology platforms. New management teams are implementing verticalisation strategies and tech stack simplification to improve margins and monetization. | View | |
| 2025 Q3 | Oct 28, 2025 | BlackRock Mid-Cap Value Fund | 5.5% | 10.7% | BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, WDC, XBI | dividends, financials, healthcare, mid cap, technology, value | The fund maintains a value-oriented strategy focused on companies with resilient earnings, strong balance sheets, and attractive valuations. This fundamentals-first approach provides a solid foundation and positions portfolios to navigate volatility effectively while seizing opportunities through active management. | View | |
| 2025 Q3 | Oct 24, 2025 | Pzena Focused Value strategy | 0.9% | 4.7% | BAX, C, CHTR, CVS, MGA, PPG, RHI, SOLV, TEL | financials, healthcare, industrials, underperformance, value | The strategy focuses on undervalued companies with characteristics for improved valuations. PPG Industries is trading at a discounted valuation due to concerns around tepid organic growth, which the manager sees as overly discounted. Solventum presented an attractive entry point due to operational challenges and margin pressure concerns. | View | |
| 2025 Q3 | Oct 14, 2025 | Pzena Investment Management | - | - | 005930.KS, AAPL, AMZN, BABA, BAX, BIDU, CHTR, GOOGL, LKQ, META, MSFT, NVDA, SCS, SHEL, SPB, TEP.PA, TSLA, TSM, WIZZ.L, WNS | AI, global, Outperformance, portfolios, small caps, value | Small caps trade near historic lows relative to large caps, creating an attractive long-term entry point after years of Magnificent Seven dominance. Despite superior fundamental returns over the past decade, small caps have been driven down by sentiment and multiple compression. History suggests extreme valuation gaps like today's have often been followed by multi-year periods of small-cap outperformance. | WIZZ SPB TPN BAX |
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| 2023 Q1 | Oct 5, 2023 | Laughing Water Capital | 2.5% | 11.1% | BAX, CDMO, LFCR, SCTL, WST | Biotechnology, CDMO, distressed, M&A, small cap, value | Manager has significant exposure to the CDMO space through both Lifecore Biomedical and Avid Bioservices, viewing the sector as benefiting from massive secular tailwinds including the growth of biologics from 43% of US pharma sales to 55% of drugs in development. The CDMO business model offers high normalized margins, low normalized capex, high switching costs, and predictable long-term cash flows despite quarterly lumpiness. | View | |
| 2025 Q4 | Jan 29, 2026 | Pzena Focused Value strategy | 2.5% | 7.3% | BAX, C, CTSH, DAL, DG, DOX, FMC, KNX, MDT, PPG, QRVO, RHI, SWKS, WFC | Buybacks, Capital markets, earnings, Freight, Trade Down, value | Dollar General delivered strong same-store sales and margin improvement as customers traded down from grocery and pharmacy channels. This trade-down behavior provided a tailwind to margins that are expected to persist into 2026. Knight-Swift operates in a prolonged freight downturn with excess capacity added during the 2021 profit peak persisting despite weaker demand, pressuring rates and earnings. The company's scale and network efficiency should drive profitability recovery as conditions normalize. Citigroup rose amid strong capital markets activity and benign credit conditions. The company continued to repurchase stock and return capital to shareholders while transformation-related expenses are expected to decline next year. | View | |
| 2023 Q4 | Jan 14, 2024 | Generation Investment Management Global Equity | - | - | A, ACN, ADDYY, ADI, AMAT, AMZN, BAX, CBRE, CSL, DHR, GEBN.SW, HSIC, JLL, KGP, MELI, MSFT, NZYM-B.CO, SE, SIKA.SW, TMO, TT, TXN, VEEV, VLTO, VWS.CO, WAT | AI, Climate, Global Equity, healthcare, real estate, sustainability, technology | The release of GPT-4 showed the world the perils and promise of generative artificial intelligence. Companies linked to the generative AI revolution have added to returns, including Amazon, Microsoft and Applied Materials which provides equipment for semiconductor chip manufacture. | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO |
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| 2024 Q3 | Sep 30, 2024 | Dodge & Cox Stock Fund | 7.2% | 16.3% | APD, BAX, BK, CHTR, CVS, FDX, FI, GE, GOOGL, JCI, MET, META, MSFT, NVDA, OXY, RTX, SBAC, SCHW, SNY, WFC | energy, financials, healthcare, industrials, technology, value | The Fund trades at an attractive valuation of 14.4 times forward earnings, compared to 22.5 times for the S&P 500. The valuation disparity between value and growth stocks diminished but still remains wide, with Russell 1000 Value trading at 17.9 times forward earnings versus 29.0 times for Russell 1000 Growth. Value stocks outperformed growth stocks in the quarter for the first time since 2022. | View | |
| 2024 Q3 | Sep 30, 2024 | BlackRock Mid-Cap Value Fund | 7.8% | 12.5% | BAX, CAH, CVS, FCNCA, FIS, KHC, LHX, SEE, SSNC, WDC | dividends, financials, healthcare, industrials, mid cap, value | The fund invests in mid-capitalization companies that pay attractive, sustainable and growing dividends with the aim of providing mid-capitalization equity returns with less volatility. | View | |
| 2024 Q3 | Sep 30, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | AMZN, BAX, CVS, DG, KDP, KO, MCHP, NVDA, STZ, WMT | Beverages, defensives, earnings, healthcare, Quality, value | The manager emphasizes their value-oriented approach, noting that while they have underperformed growth-oriented indices, they expect a broadening of market participation as the earnings gap between the Magnificent 7 and other stocks narrows. They highlight their portfolio's stability and predictability compared to benchmarks. | View | |
| 2024 Q2 | Aug 30, 2024 | Broyhill Asset Management | 6.0% | 0.0% | AVTR, BAX, FI, FMS, PM | AI, Concentration, Defensive, momentum, rates, tech, value | Manager emphasizes value investing approach amid market concentration in momentum stocks. Portfolio positioned in defensive sectors and cheaper companies outside current market favorites. Historical analysis shows extreme cap-weighted outperformance typically followed by value outperformance. | PM FMS FI BAX AVTR |
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| 2023 Q4 | Aug 1, 2024 | Oakmark Fund- International Small Cap | 7.4% | 0.0% | APA, BAX, BLK, CHTR, COF, CSL, DHR, GOOGL, KKR, META, PH, PHM, PINS, SCHW, VEEV | Asset Management, financials, large cap, US, value | Despite value facing headwinds versus growth in 2023, with the Russell 1000 Growth Index outperforming Value by 31 percentage points, the managers believe the value opportunity is at least as good as it was at the start of 2022. They view the current setup of higher interest rates and wider P/E multiple dispersion as favorable for value investing. | BLK |
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| 2024 Q2 | Jun 30, 2024 | BlackRock Mid-Cap Value Fund | 7.8% | 12.5% | BAX, CAH, FCNCA, FIS, GM, KHC, LHX, SEE, SSNC, WDC | dividends, healthcare, industrials, materials, mid cap, value | Value earnings growth is underappreciated and may offer an attractive risk-return skew given differences in expectations. Valuations look stretched due to large technology companies pulling indexes and portfolios to be more growth-oriented. | View | |
| 2023 Q2 | Jun 30, 2023 | Oakmark Fund- International Small Cap | 7.4% | 0.0% | AMZN, BAX, CE, CSL, FCNCA, GOOGL, IQV, TFC, WBD | Building Materials, healthcare, normalized earnings, Regional Banks, Specialty Chemicals, Traditional Value, value | The fund is finding cheap stocks on traditional value metrics despite value underperforming growth by 2400 basis points. Many new positions fall into traditional value category, replacing faster-growing stocks that outperformed this year. | IQV FCNCA ACEL CSL BAX |
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| 2023 Q4 | Feb 23, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | AAPL, ABT, AMZN, BAX, CAG, COR, CVS, DG, DIS, GOOGL, MCHP, MDT, META, MMC, MSFT, NKE, NVDA, SJM, TMO, TSLA | AI, Consumer Staples, GLP1, healthcare, Quality, technology, Valuations, value | AI euphoria following ChatGPT release drove Information Technology sector returns over 40% in 2023. The excitement surrounding AI potential caused investors to ignore typical inverse correlation between rates and P/E multiples. AI-related stocks dominated market performance but created narrow market breadth. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Oakmark Fund | Baxter International Inc. | Health Care | Health Care Equipment | Bull | NYSE | defensive, Healthcare Equipment, Margin recovery, Medical devices, Normalized Earnings, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Broyhill Asset Management | Baxter International Inc. | Health Care | Health Care Equipment | Bull | NYSE | contrarian, Discount Valuation, Execution improvement, Healthcare Equipment, Medical devices, Operational Turnaround, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Broyhill Asset Management | Baxter International | Health Care | Health Care Equipment & Supplies | Bull | NYSE | Critical Care, Healthcare Equipment, Infusion Platform, Kidney Care, Medical devices, organic growth, Sum-of-parts, supply chain, valuation arbitrage | View Pitch |
| Apr 13, 2026 | Fund Letters | Broyhill Asset Management | Baxter International Inc. | Health Care | Health Care Equipment | Bull | NYSE | defensive, Healthcare Equipment, Hurricane Impact, IV Solutions, manufacturing, Portfolio Restructuring, Temporary Disruption, Value | View Pitch |
| Nov 29, 2025 | Fund Letters | Daniel L. Babkes | Baxter International Inc. | Health Care | Medical Instruments & Supplies | Bull | NYSE | Hospitals, Margins, Medical devices, recovery, turnaround, value investing | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Narek Hovhannisyan | Baxter International Inc. | Health Care | Medical Instruments & Supplies | Neutral | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||