Letters by company
Jazz Pharmaceuticals plc
4 letters discussing JAZZ. Everything written about it on this site is on its ticker page.
- Polaris Capital Management Second Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite added Adobe, Fujifilm, UniCredit, Cytokinetics and Booking Holdings while exiting MKS, HD Hyundai Electric, SKF and Daicel. It favors AI-memory beneficiaries and discounted cash-generative businesses, arguing that concentrated growth leadership has created value opportunities across international markets. SECOND QUARTER 2026 ADBE $90BBABA $270BBKNG $118B
- Polaris Capital Management Fourth Quarter 2025 International Equity Composite Commentary Polaris International Equity Composite credited memory-chip suppliers SK Hynix and Samsung Electronics, power-equipment maker HD Hyundai Electric and several industrial holdings for the quarter. It sold Vipshop, Magna International, Novartis and Sony Financial after target valuations were reached, then deployed proceeds into Alibaba, AIA Group and Ping An Insurance. FOURTH QUARTER 2025 BABA $270B
- Polaris Capital Management Fourth Quarter 2025 Global Equity Composite Commentary Polaris Global Equity Composite sold Vipshop, Carlyle, Magna, Novartis and Sony Financial after targets were reached, then deployed proceeds into Alibaba, AIA and Ping An to capture Asian e-commerce, cloud and insurance demand. The portfolio favored cash-generative picks-and-shovels businesses and diversification beyond the U.S., citing opportunities in Asian AI supply chains, European industry and financials. FOURTH QUARTER 2025 BABA $270BLNTH $6.5BSKHY $943B
- Polaris Capital Management Third Quarter 2025 Global Equity Composite Commentary Polaris Global Equity Composite added HD Hyundai Electric, DHL Group and Lantheus Holdings while exiting Canadian Tire, Tecnoglass, JDE Peet’s, Mondi, NOV, Science Applications International and Crocs. The strategy favors attractively priced financials, defensives, industrials and utilities amid concentrated AI-led equity markets, while retaining exposure to Samsung and SK Hynix. QIII 2025 SSNLF $1688TUTHR $24B
