Parnassus Investments
Parnassus Mid Cap Fund
US Mid-cap
Dec 2024 → Dec 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Parnassus Investments for every strategy.
Its investment theses
- Ingersoll Rand Inc.Dec 2025Ingersoll Rand Inc. is a global industrial equipment maker poised to benefit from an anticipated industrial recovery and construction megaprojects.
- CMS Energy Corp.Dec 2025CMS Energy Corp. is a well-managed Michigan utility with constructive regulation and a capital plan expected to modestly accelerate earnings growth.
- Chipotle Mexican Grill Inc.Dec 2025Chipotle Mexican Grill Inc. is a fast-casual leader with strong brand and a unique value proposition, with new initiatives and easing inflation expected to reaccelerate growth.