Group 1: Investment Performance - Sound Shore Management's Investor Class (SSHFX) and Institutional Class (SSHVX) delivered returns of 3.06% and 3.10% respectively in Q2 2025, underperforming the Russell 1000 Value Index at 3.79% and the S&P 500 at 10.94% [1] - The fund's 35-year annualized returns were 14.92% for SSHFX and 15.14% for SSHVX as of June 30, 2025, surpassing the Russell Value's 12.76% but trailing the S&P 500's 19.71% [1] Group 2: Hologic, Inc. Overview - Hologic, Inc. (NASDAQ:HOLX) is a medical instruments and supplies company focused on women's health, with a market capitalization of $14.57 billion and a share price of $65.50 as of September 10, 2025 [2] - The stock experienced a one-month return of -3.75% and a 52-week decline of 18.55% [2] Group 3: Regulatory Environment and Investment Strategy - Uncertainty regarding regulatory policies, including Medicaid reimbursement and pharmaceutical pricing, has negatively impacted healthcare holdings, including Hologic, Inc. [3] - Sound Shore Management took advantage of price dislocation during market drops to increase its position in Hologic, Inc., which is valued at around 14 times earnings [3] Group 4: Hedge Fund Interest and Financial Performance - Hologic, Inc. was held by 47 hedge fund portfolios at the end of Q2 2025, an increase from 46 in the previous quarter [4] - The company reported revenue of $1.024 billion in fiscal Q3 2025, exceeding guidance [4]

Core Insights - Larry Ellison has surpassed Elon Musk to become the world's richest person, indicating a significant shift in wealth dynamics within the tech industry [1] - The return of IPO mania suggests a renewed interest in public offerings, which could impact market liquidity and investor sentiment [1] - The Labor Department is investigating federal statistics gathering, which may affect economic reporting and analysis [1] Company Insights - Larry Ellison's wealth increase is primarily attributed to the performance of Oracle, highlighting the company's strong market position and growth potential [1] - The resurgence of IPOs may benefit technology and biotech sectors, as companies look to capitalize on favorable market conditions [1] Industry Insights - The investigation by the Labor Department into federal statistics could lead to changes in how economic data is reported, potentially influencing market forecasts and investment strategies [1]

McEwen Inc. (NYSE:MUX) is one of the Best Mining Stocks to Buy According to Hedge Funds. On September 3, the company announced encouraging results from the 2025 drilling program at the Windfall Project, which is located on the Eureka Property in Nevada, some 32 miles (50 kilometers) from the company’s Gold Bar Mine. McEwen Inc. (NYSE:MUX) highlighted that the results confirm continuous gold mineralization in the main Windfall Fault Zone and reveal a brand-new fault zone in its footwall, with high grades of ...