Bretton Fund Exited Revvity (RVTY) in 2025

Group 1: Fund Performance - Bretton Fund returned 1.44% in Q4 2025 compared to 2.66% for the S&P 500 Index [1] - For the full year 2025, the Fund returned 11.58% versus 17.88% for the Index [1] - The firm views the overall market as modestly elevated but not in bubble territory [1] Group 2: Investment Strategy - The Fund is focusing on areas of value that will provide good returns over the long term [1] - The Fund is willing to reduce speculative elements of the AI boom, even if it leads to temporary lag during strong market phases [1] Group 3: Revvity, Inc. (NYSE:RVTY) Overview - Revvity, Inc. has a market capitalization of $11.166 billion [2] - The stock closed at $98.49 per share on March 04, 2026, with a one-month return of -1.03% and a 52-week loss of 13.00% [2] Group 4: Revvity, Inc. Investment Analysis - The Fund invested in Revvity, Inc. due to its potential in the health sciences sector but faced challenges due to management decisions [3] - The overall return on the investment in Revvity, Inc. was -28.5%, with a -5.90% IRR [3] - Revvity, Inc. is not among the 40 Most Popular Stocks Among Hedge Funds, with 35 hedge fund portfolios holding it at the end of Q4, up from 22 in the previous quarter [4] Group 5: Comparative Investment Potential - The firm believes certain AI stocks offer greater upside potential and carry less downside risk compared to Revvity, Inc. [4] - A report on undervalued AI stocks that could benefit from Trump-era tariffs and the onshoring trend is available [4]