Parnassus Investments
Parnassus Mid Cap Growth Fund
US Mid-cap Growth
Dec 2024 → Mar 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 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
- ICON plcMar 2025ICON is a leading CRO poised for growth as R&D spending rebounds and it gains market share following a recent stock sell-off.
- Rockwell AutomationDec 2024Rockwell is a resilient industrial automation company facing short-term challenges but poised for growth as manufacturing projects complete and reshoring trends potentially accelerate.