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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Ennismore European Smaller Companies Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"Ennismore returned 0.4% in May, down 4.5% year-to-date. The fund initiated a position in MLP SE, a German financial advisory firm trading at twelve times earnings following a profit warning."
Ennismore returned 0.4% in May, down 4.5% year-to-date. The fund initiated a position in MLP SE, a German financial advisory firm trading at twelve times earnings following a profit warning. MLP's 55-year-old network of advisers serving academic professionals creates a defensible franchise benefiting from demographic tailwinds as clients enter peak wealth years. Management targets 50% profit growth by 2028, implying 70%+ upside.
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