Meridian Funds, managed by ArrowMark Partners, saw gains in its Meridian Hedged Equity Fund despite concerns of stagflation, returning 1.67% (net) in Q3 2025. The fund’s top five holdings are highlighted for potential investors. Kenvue Inc. (NYSE: KVUE) is a consumer health company mentioned in the investor letter, with shares closing at $17.02 on December 23, 2025. The company’s stock dropped after reports of a possible link between acetaminophen and autism risk during pregnancy, but Meridian sees potential for value unlocking. Kenvue Inc. was held by 73 hedge fund portfolios in Q3, with potential for investment in AI stocks for greater upside.

Read more at Yahoo Finance: Here’s What Impacted Kenvue’s (KVUE) in Q3