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Stock impact report

Janus Henderson Contrarian Fund Q4 2025 Commentary [Seeking Alpha]

Surgery Partners, Inc. (SGRY) 
Last surgery partners, inc. earnings: 3/5 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: ir.surgerypartners.com/investor-overview
Company Research Source: Seeking Alpha
Contrarian Fund management believes Oracle remains well positioned to benefit from the ongoing buildout of AI capacity because of its technological advantages. Surgery Partners has minimal exposure to the ACA side of the market, and Contrarian Fund management continued to see signs of stable growth. Capital One Financial has delivered strong performance, aided by robust credit demand and improved credit metrics following its acquisition of Discover Financial Services. Contrarian Fund management is optimistic about the market environment in 2026, given the backdrop of continued stable economic growth. Donny DBM/iStock via Getty Images At a glance Performance The Fund returned -3.53% and the S&P 500® Index returned 2.66%. Contributors/detractors Stock selection in the information technology sector detracted from relative performance. Stock selection in the consumer staples sector contributed. This article was written by Quick Insights Stock selection in the info Show less Read more
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