LongRPRXJun 2026
Royalty Pharma plc
Royalty Pharma is a biopharmaceutical royalty company whose asset-light model gives the fund diversified exposure to pharmaceutical economics without relying on a single…
Nomura Mid Cap Income Opportunities Fund
Quality-focused US mid-cap dividend equity strategy targeting current income, dividend growth and capital appreciation through durable businesses with strong balance sheets and sustainable dividend policies.$687M AUM2 published ideas
Nomura Mid Cap Income Opportunities Fund, formerly Macquarie Mid Cap Income Opportunities Fund, is a US mid-cap dividend strategy benchmarked to the Russell Midcap Index. The fund emphasizes durable competitive advantages, sound capital structures, disciplined management teams and meaningful dividend yields. Its equal-weight construction and quarterly rebalancing are designed to maintain balanced exposure to the strategy's highest-conviction dividend-paying ideas.
Ideas from Nomura Mid Cap Income Opportunities Fund
LongSTXJun 2026
Seagate Technology Holdings plc
Seagate was the fund's leading individual contributor during the quarter. The hard-disk-drive provider benefited from strong demand dynamics and favorable industry positioning…
Letters covered
- Q2 2026 Quarterly CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.