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EdgePoint Global's investment thesis on Alfa Laval ($ALFVY) — Q4 2025 | Buyside Digest

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$ALFVYNASDAQAlfa Laval

BULL

EdgePoint Global—ALFVY

Fund Letter

Q4 2025

Published January 20, 2026

View Fund Profile

$60.06USD

+3.4% vs last month

$56.50Pitched

+6.3% since pitch

Market Cap$24.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the Q4 2025 commentary, Claire Thornhill outlines EdgePoint's strategic response to the market volatility of 2025, specifically the April sell-off following the 'Liberation Day' tariff announcements. Rather than fearing...

— Sydney Van Vierzen

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