by Wellvest | Sep 1, 2026 | Public Company INDEX
HIGHLIGHTS After taking a hiatus for the last few years this August the markets returned to their historical late summer doldrums. After generating a nice little pop, +1.48%, on the first trading day of the month the large cap S&P 500 Index stayed in a relatively...
by Wellvest | Aug 21, 2026 | Public Company INDEX
HIGHLIGHTS The headline news that earlier in the year; wars, inflation, geopolitical instability; that dominate the markets on a tick-by-tick basis, has continued unabated. In contrast, the markets now appear to be desensitized to these soundbites and more focused on...
by Wellvest | Jul 15, 2026 | Public Company INDEX
DISPERSION IS THE STORY OF THE DAY On the surface the WVC Health & Wellness Index was close to flat, only down 1.3% on an equalweighted basis over the six months ending June 30, 2026 while the S&P 500 climbed 9.6% (both figures excluding dividends). But for...
by Wellvest | Jun 1, 2026 | Public Company INDEX
HIGHLIGHTS May 2026 witnessed the slight fading of the Iran war’s dominance over the markets and the increase in the next layer of AI’s impact on the tech ecosystem. The S&P 500 gained 4.48% for the month, propelled upward by old-line technology names like Dell...
by Wellvest | May 20, 2026 | Blog, News
“WHEN THE PRICE IS NOT THE PRICE” HOW DEAL TERMS CHANGE VALUATION May 20, 2026 THE HEADLINE NEWS When it comes to private investments, be it venture capital rounds, minority private equity investments, majority investments, or full buyouts, the most asked question,...
