Nutex Health, Inc.

• FF Forager Funds Management Annual Report June 2026 ↗ Forager argues that the AI capital-spending boom has become a sector-specific bubble while neglected software and value businesses offer better prospective value. The firm sold Fiserv after its turnaround failed, exited richly valued Comfort Systems and Zegona, added to selected Japanese software holdings, and retained conviction in operating progress at companies including Cuscal and IDP Education. 2026 financial year 5038 $209MAMA $151MBVS $1B +13
• FF Forager Funds Management Annual Report ↗ Forager attributes its opportunity set to passive selling, thematic ETF flows and index inclusion, using market volatility to buy underfollowed companies and trim positions when valuations outrun fundamentals. The International Fund added Comfort Systems and recycled UK holdings, while the Australian Fund backed turnarounds including Catapult, AMA Group and MotorCycle Holdings. 2025 financial year 3697 $1.8B3769 $4.2B4194 $2.5B +13

All coverage of NUTX →