Parnassus Investments released its Value Equity Fund Q2 2025 investor letter, reporting a net return of 7.24%, outperforming the Russell 1000 Value Index at 3.79%. Top holdings include Danaher Corporation (DHR), which has risen 7.69% in the past month and closed at $205.72 on August 12, 2025, with a market cap of $147.3 billion.
In their investor letter, Parnassus Investments finds Danaher Corporation (DHR) undervalued due to market dominance in biopharma workflows. Despite near-term challenges, they believe the company is positioned to benefit from growth trends in biologics and diagnostics. The firm ranks 27th among the 30 most popular stocks among hedge funds.
Danaher Corporation (DHR) surpassed earnings expectations with an EPS of $1.8, attracting interest from 117 hedge fund portfolios in Q1 2025. While DHR shows promise, some believe AI stocks offer greater upside potential. For more insights on DHR and other investment opportunities, check out hedge fund investor letters for Q2 2025.
Read more at Yahoo Finance: Is it a Great Time to Invest in Danaher Corp. (DHR)?