Letters by company

MDxHealth SA

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

GROW Funds Q4 2025 Investor Letter GROW Funds shifted portfolios toward healthcare, citing novel therapies and less cyclical demand, while continuing to trim holdings at price targets and sell positions where the thesis changed. The firm retained Mama’s Creations and Axsome Therapeutics, and argues that MDxHealth’s selloff overlooked its diagnostics growth and relative valuation. Q4 2025 AMZN $2.9TAXSM $7.1BDEPW