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0 -0.00332225913621275 0.00110741971207085 0 0.00719822812846063 0.000553709856035327 -0.000553709856035524 -0.0204872646733112
Stock impact report

Broyhill Views Avantor (AVTR) as a Costly Mistake. Here's Why [Yahoo! Finance]

Avantor, Inc. (AVTR) 
Last avantor, inc. earnings: 4/29 04:05 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here . 2025 witnessed extreme market concentration and a strong focus on artificial intelligence, leaving many sectors behind. The Portfolio, which has been significantly reshaped, now trades at a substantial discount relative to the broader market. The firm strongly believes it will benefit as market fundamentals improve. For the year, the portfolio declined by 1.4%, underperforming the MSCI ACWI's 22.9% return. Momentum has dominated equity markets, with performance driven more by narratives than fundamentals. The firm admits the risks of being different but will remain contrarian and strategic, adapting more quickly to changing facts. In addition, please check the Portfolio's top five holdings to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Broyhill Asset Management highlighted stocks like Avantor, Inc. (NYSE: AVTR Show less Read more
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