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Stock impact report

Triton Fund Q3 2025 Commentary [Seeking Alpha]

Lantheus Holdings, Inc. (LNTH) 
Last lantheus holdings, inc. earnings: 2/25 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investor.lantheus.com/investor-relations
Company Research Source: Seeking Alpha
Economic growth has been relatively stable despite some policy headwinds and slower-than-expected employment growth. Among our holdings, Lantheus Holdings was a relative detractor. We believe lower interest rates could provide a tailwind for economic growth. We see our risk-aware approach to growth investment as more critical than ever. Sumedha Lakmal/iStock via Getty Images At a glance Performance The Fund returned 3.61% and the Russell 2500™ Growth Index (R2500G) returned 10.73%. Contributors/detractors Stock selection in the industrials and information technology sectors detracted from relative performance. Stock selection in the This article was written by Quick Insights JSMGX is avoiding unprofitable, high-valuation small-cap stocks, focusing instead on well-managed, profitable growth companies with strong balance sheets and earnings visibility. Lower interest rates could benefit small-caps and JSMGX's holdings, but persistent inflation may constrain fu Show less Read more
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