Edgepoint
EdgePoint Global Portfolio
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Edgepoint for every strategy.
Its investment theses
- TencentJun 2026Tencent owns WeChat, a dominant Chinese platform, and is positioned to benefit from AI through cloud, advertising, distribution, and a low valuation.
- S&P Global Inc.Jun 2026S&P Global is viewed as a high-quality business that could see AI-driven growth acceleration, while trading at a discount to its historical valuation.
- Revvity, Inc.Jun 2026Revvity provides tools and services for drug discovery and diagnostics, with acquisitions improving growth and margins and AI potentially accelerating EPS growth.