주식/증권
➡️ 중립
Amphenol’s (APH) Exceptional Earnings Momentum Backed by Datacenter and Industrial Demand
요약
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S. Equity Large Cap Select Growth Strategy.” The letter can be downloaded here. The strategy advanced 4.2% after fees in Q3, compared to 2.3% for the S&P 500, marking a potential shift in market leadership. Despite lagging the S&P 500 […]