- Scorecard #54 – Value in Action The Value Fund materially increased ICON plc after concluding its accounting restatement would not impair cash generation or customer relationships. It retained positions in Richemont, Alphabet and Elevance Health, while arguing that concerns over Intercontinental Exchange’s perpetual-futures competition and Lockheed Martin’s execution issues are temporary. Q2 +10.9% ICLR $14BCFRHF $136BELV $86BGOOGL $4.2T
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