史赛克：受益于疫情积压的择期手术
2024 年史赛克第五次进入 Fundsmith 业绩贡献前五，受益于疫情期间积压的择期手术陆续完成。特里·史密斯借此重复他们的信条：赚钱要靠老朋友。
Stryker, which is making its 5th appearance, is benefitting from work on the backlog of elective surgical procedures which built up during the pandemic.说完之后，2025Q1 的 13F：减仓 -5%