Letters by company

Idexx Laboratories INC

1 letter discussing IDXX. Everything written about it on this site is on its ticker page.

Bell Asset Management Bell Global Equities Fund Wholesale Class Fund Summary Bell Global Equities Fund added to Veeva Systems and re-established Fujikura after earnings and AI-related fibre demand strengthened their cases, then trimmed Veeva following its rally. The portfolio re-entered Keysight Technologies and IDEXX Laboratories on more attractive valuations, while exiting Manhattan Associates and Roche after valuation expansion reduced expected upside. Period Ending 31 August 2026 DKS $13BDQJCF $14BFJIKY $5.5T