#investor letter

3 stories

#business #finance #ai infrastructure #alluvium asset management #conventum alluvium global fund #data center #equity rally #fed funds rate #ferc #free cash flow #hca healthcare #healthcare holdings

HORAN Capital Advisors Q3 2026 Market Outlook
Magnificent 7 stocks drive S&P 500 gains as Fed raises rates.
Seekingalpha · 1m
Talen Energy Gains with Regulatory Progress
Talen Energy shares rise as new data center regulations boost long-term growth prospects.
Yahoo Finance · 1m
Alluvium Bets on HCA Healthcare After 17.5% Plunge
A global fund manager sees opportunity in a hospital operator's sharp selloff, buying more shares despite broader market headwinds.
Yahoo Finance · 1m