Bell Global Equities Fund New Position: Stryker Corporation

SYK: Stryker combines peer-leading organic growth with strong execution and durable competitive advantages from its Mako robotics platform, which drives hospital adoption of Stryker implant consumables and is expanding into spine and shoulder. March’s cyberattack disrupted operations but appears transitory: procedure volumes held steady, the order book remains elevated and 2026 organic-sales guidance remains 8-9.5%. At ~19x forward earnings versus 25-30x a year earlier, the weakness offered an attractive entry.

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