Bayer AG PK

• BA Broyhill Asset Management The Broyhill Letter 2023.Q2 ↗ Broyhill Asset Management added Charles Schwab, Nintendo, British American Tobacco and PayPal, exited First Horizon and Altria, and rebalanced tobacco exposure toward Philip Morris and British American Tobacco. The firm argues that AI-led market concentration, tightening credit and weakening consumer conditions leave equities exposed, while depressed valuations create opportunities in resilient businesses. second quarter 2023 BAYRY $49BBTI $130BBUD $157B +5

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