Summary

• ICON trades at a low double digit multiple of free cash flow, a fraction of its historical average and a price that materially underestimates the strength of their business.
• Growth and tumult in private credit, data center financing, and AI driven financial engineering products reinforce the necessity of S&P Global's services.
• Sanara Medtech continues to be an extremely favorable risk reward with increasing evidence of their product's efficacy recently released and a focus on increasing per hospital doctor penetration.
• Rapid Micro Biosystems is well positioned and represents the best risk reward in the portfolio given increasing business momentum with significant early rollouts with major partners.

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