Evolution AB (publ)

• Protean Funds Wide Confidence Intervals ↗ Protean Funds argues that disciplined position sizing must account for the risk of being confidently wrong after RaySearch and Devyser issued profit warnings. Small Cap added to Devyser and rebuilt MT Hojgaard while increasing real-estate exposure, while Select traded Evolution and increased its Novo Nordisk short after a pipeline setback. July 2026 +5.4% DVYSR $107MEVGGF $17BIDTVF delistedNVO $204B
• BA Broyhill Asset Management The Broyhill Letter 2026.Q1 ↗ Broyhill added IQVIA and Sotera Health to top holdings, arguing that regulated clinical research and sterilization infrastructure will benefit rather than be displaced by AI. The portfolio sold Ball, Kenedy Wilson, Fresenius Medical Care, Evolution and Avantor, then initiated Microsoft, Smurfit WestRock, Masco and Floor & Decor amid sharp market dispersion. first quarter -6.0% IQV $41BSHC $5.6BAVTR $9.4BBALL $17B

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