Zoetis Shows Strong Re-Rating Potential Nomura Value Fund has initiated a new position in Zoetis Inc., a leading animal health company, following its exit from Kenvue in Q4 2025. The fund's analysis suggests the company has compelling upside potential over a three to five year investment horizon. Zoetis operates in the resilient pet health and livestock segments, benefiting from consistent demand and pricing power. The fund's decision reflects confidence in the company's ability to deliver shareholder value through operational excellence and strategic growth initiatives. This move signals institutional recognition of Zoetis' market positioning and financial prospects in the animal health sector.