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Brandes International Equity Fund's investment thesis on Kerry Group plc ($KYGA.IR) — Q2 2026 | Buyside Digest

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$KYGA.IRKerry Group plc

NEUTRAL

Brandes International Equity Fund

Fund Letter

Q2 2026

Published July 25, 2026

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Price pending

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From the Fund Letter

New purchases included agricultural equipment firm CNH Industrial, Ireland-based ingredients and flavoring business Kerry Group, Chinese gaming company NetEase, and Swedish household products company Essity. Kerry Group is...

— Jeffrey Germain

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