Emerald Growth Equity Strategy Sold Revvity (RVTY) in Q4

Emerald Growth Equity Strategy sold its position in Revvity, Inc. (RVTY) during Q4 2025 due to limited visibility into the company’s business trajectory and management’s failure to execute its strategic plan. Despite Revvity’s presence in 35 hedge fund portfolios, Emerald Growth Equity believes AI stocks offer greater potential for higher returns in a shorter timeframe. The firm’s Growth Equity Strategy returned +3.1% (gross) and +3.0% (net) in 2025.

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