2 months ago
27
Ricardo Pillai
Thu, July 23, 2026 astatine 11:07 AM CDT 3 min read
Rewey Asset Management, an concern absorption firm, released its "RAM Smid Composite" capitalist missive for the 2nd 4th of 2026. A transcript of the missive tin be downloaded here. Rewey Asset Management, an concern absorption firm, released its "RAM Smid Composite" capitalist missive for the 2nd 4th of 2026. RAM Smid Composite gained 20.06% successful the 2nd 4th of 2026, outperforming the Russell 2500 Value Total Return Index's 18.50% return, portion twelvemonth to day show reached 31.15% versus 24.16% for the benchmark. The steadfast views the Russell 2500 Value's outperformance of the S&P 500's 15.20% and the Magnificent 7's 11.7% gains arsenic grounds of a continued rotation toward undervalued tiny and smid headdress stocks. Economic maturation moderated aft archetypal 4th GDP was revised. Capital markets remained strong, with IPOs raising $104 cardinal crossed 48 deals. In addition, delight cheque the Composite's apical 5 holdings to cognize its champion picks successful 2026.
In its second-quarter 2026 capitalist letter, Rewey Asset Management highlighted Orthofix Medical Inc. (NASDAQ:OFIX). Orthofix Medical Inc. (NASDAQ:OFIX) operates arsenic a aesculapian exertion company. On July 22, 2026, Orthofix Medical Inc. (NASDAQ:OFIX) closed astatine $11.02 per share. One-month instrumentality of Orthofix Medical Inc. (NASDAQ:OFIX) was 27.03% and its shares gained 4.14% implicit the past 52 weeks. Orthofix Medical Inc. (NASDAQ:OFIX) has a marketplace capitalization of $441.80 cardinal with a 52-week trading scope betwixt $8.85 - $16.99.
Rewey Asset Management stated the pursuing regarding Orthofix Medical Inc. (NASDAQ:OFIX) successful its Q2 2026 capitalist letter:
"Orthofix Medical Inc. (NASDAQ:OFIX) was our weakest performer successful 1Q26, arsenic the banal declined pursuing its May 21st announcement that CMS had lowered its reimbursement for non-invasive bony maturation stimulator devices. Due to the alteration OFIX reduced its gross guidance by $5 cardinal for 2026 and withdrew its anterior 3-year targets. While intelligibly a disappointment, this quality was not a institution driven negative. We inactive forecast gross and net maturation for OFIX implicit the adjacent fewer years and judge the stock diminution is overdone. Incredibly, connected July 1st, CMS wholly reversed this codification change, a nett affirmative for OFIX."
Orthofix Medical Inc. (NASDAQ:OFIX) is not connected our database of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge money portfolios held Orthofix Medical Inc. (NASDAQ:OFIX) astatine the extremity of the archetypal 4th which was 24 successful the erstwhile quarter. While we admit the imaginable of Orthofix Medical Inc. (NASDAQ:OFIX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the champion short-term AI stock.
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