Veralto: Still Bullish As The Long-Term Tailwinds Have Not Been Impaired

Group 1 - The core investment thesis for Veralto (NYSE: VLTO) remains positive, driven by favorable market conditions that are expected to enhance core sales growth and improve margins [1] - The investment strategy focuses on long-term positions while also utilizing short-term shorts to identify alpha opportunities, emphasizing a bottom-up analysis of individual companies' fundamentals [1] - The investment horizon is medium to long-term, targeting companies with strong fundamentals, sustainable competitive advantages, and growth potential [1]