Xylem: Solid Fundamentals Going Into FY2026

Core Viewpoint - The investment outlook for Xylem Inc. (XYL) remains positive due to strong secular tailwinds, successful integration of Evoqua, and a promising PFAS funding pipeline [1] Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The strategy is based on bottom-up analysis, emphasizing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]