by Wellvest | Jan 8, 2026 | Articles, Public Company INDEX
ENDLESS GRIND UPWARD The equity markets’ performance over the second half of 2025 had a remarkable disconnect from the perceived reality of market pundits which cried wolf of an eminent crash around every corner. For the year 2025 the S&P500 index was up 16.39%...
by Wellvest | Dec 1, 2025 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Index held its’ own against a volatile S&P500 for the month of November. Both the H&W index and the S&P500 had very slight gains of 0.14% and 0.10% (excluding dividends) for the month respectively. The H&W Index...
by Wellvest | Nov 4, 2025 | Blog, News
“THE CERTAINTY OF UNCERTAINTY” M&A MARKET FORCED TO PIVOT MID-YEAR November 4, 2025 BLUE SKYS TO GRAY On the heels of a sluggish 2024, M&A market participants struck a bullish tone coming into 2025. Their cautious optimism was backed by a reasonable set of...
by Wellvest | Nov 3, 2025 | Public Company INDEX
HIGHLIGHTS For the Wellvest H&W Index it was another “lather, rinse, repeat” month as the S&P500 grinded higher and the Wellvest H&W Index grinded lower. The H&W index once again lost ground to the S&P500 for the month, gapping to a negative...
by Wellvest | Oct 22, 2025 | Blog, News
Wellvest Capital, LLC served as financial advisor to the Lizotte family and to Designs for Health on their Minority Investment from BDT & MSD Partners RoundTable concludes its investment after a collaborative multi-year partnership with the Lizotte family as DFH...
