Letters by company

Revvity, INC.

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

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 $119BTCTZF $503B