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Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Norbury Capital remains constructive on high-quality European small-caps despite chemical industry headwinds. The manager views current market pessimism as a mispricing opportunity, particularly in specialty chemicals, and is actively sizing up positions in expectation of a cyclical rebound and long-term multiple expansion.
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Norbury Capital remains constructive on high-quality European small-caps despite chemical industry headwinds. The manager views current market pessimism as a mispricing opportunity, particularly in specialty chemicals, and is actively sizing up positions in expectation of a cyclical rebound and long-term multiple expansion.
