Broyhill Asset Management highlights key Q1 contributors and new investments amid market volatility.

Broyhill Asset Management reported strong Q1 performance with Valvoline as the top contributor due to steady unit growth and pricing. Honeywell's accelerated aerospace spin-off and Ball Corporation's focus on packaging also boosted returns. The firm sees opportunity in undervalued stocks like IQVIA and Sotera Health, despite market fears around AI and litigation. New positions were initiated in Microsoft, Smurfit WestRock, Masco, and Floor and Décor, reflecting confidence in long-term value amid market volatility.