Letters by company

Revvity, INC.

3 letters discussing RVTY. Everything written about it on this site is on its ticker page.

Victory Capital — Sycamore Mid Cap Value Equity Sycamore Mid Cap Value Equity Quarterly Commentary Sycamore Mid Cap Value Equity attributes its benchmark shortfall to stock selection and sector allocation amid a sharp rates-driven rotation away from mid- and small-cap shares. The team trimmed Okta and Labcorp, exited Regal Rexnord after reassessing operational risks, and argues that higher-for-longer rates should favor cash-generative, financially sound businesses. third quarter of 2026 CACI $14BCMS $22BFIS $15B
EdgePoint Wealth Management Why did your cash balance almost hit 2.5% despite the market being near all-time highs? EdgePoint Global Portfolio put most of its capital to work as momentum concentrated market gains in semiconductors and left other sectors at depressed valuations. The portfolio rebuilt S&P Global, added health-care exposure through Revvity and sees Tencent as an AI beneficiary trading below its historical valuation. 2nd quarter, 2026 RVTY $17BSPGI $137BTCTZF $441B
EdgePoint Wealth Management Dropping the (crystal) ball EdgePoint Wealth Management argues that forecasting markets on annual earnings estimates is unreliable and instead bases investment decisions on proprietary insights into businesses. It cites Fairfax Financial’s shift toward more predictable cash flows and SAP’s cloud transition, while describing new research into Applied Materials, Roche, Revvity and MinebeaMitsumi. 4th quarter, 2024 SAP $271B