Until Further Notice...

RuxtonPark Research is on Hiatus

It has been a while since I’ve posted a report. Fortunately there is a good reason…

To use a baseball phrase as the MLB season winds down - I’ve been called up to the majors.

Earlier this summer I accepted a role managing all the healthcare investments at a large closed end fund. It is a spectacular fit for my background, investment style, and stage of my career.

Rest assured, this is not goodbye but see you later. I will be back at some point writing reports on the investments I’m considering across healthcare and other sectors of the economy.

Let me leave you with this…healthcare stocks haven’t been this low relative to the S&P500 since the end of the Great Financial Crisis. The chart below illustrates the XLV (Healthcare ETF) relative to the S&P500 Index.

As you consider investments into 2026, be sure to spend some time looking at large cap healthcare. Managed Care names are at the top of my list for a rebound followed by big pharma and big biotech.

Good luck!

Cheers,

Thomas Carroll

Important Disclaimer. Nothing in this report or anything written by RuxtonPark Research, Thomas Carroll, or affiliated research should ever be considered individual investment advice. This is purely for information and educational purposes only. Every investment involves risk, and participants should do ample due diligence, seek the counsel of registered investment advisors, and only risk what they can afford to lose.