Insights
Keep up to date with Fountainhead
Investment Letter – Q3 2025
The Fund maintained valuation discipline and is positioned for post-AI normalization favoring quality value stocks.
Investment Letter – Q2 2025
The Fund modestly gained but lagged speculative markets, maintaining disciplined positioning in undervalued healthcare and quality growth stocks poised for recovery.
Liberation Day – Spring 2025
The tariff-driven market
volatility has improved
valuations, and
Fountainhead can deploy
cash in attractive growth
companies while
maintaining hedges.