Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Ennismore European Smaller Companies Fund's investment thesis on Whitbread ($WTB.L) — Q2 2025 | Buyside Digest

All Pitches

View Letter Analysis

$WTB.LNASDAQWhitbread

BULL

Ennismore European Smaller Companies Fund—WTB.L

Fund Letter

Q2 2025

Published July 7, 2025

View Fund Profile

$2528.00USD

+6.2% vs last month

$3026.00Pitched

-16.5% since pitch

Market Cap$4.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Ennismore European Smaller Companies Fund posted a +1.2% gain for the GBP A class in June 2025, bringing Q2 returns to +2.6% and YTD performance to +8.1%. The long portfolio...

— Margaret Webb

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $WTB.L, and what else Ennismore European Smaller Companies Fund is buying.

Other pitches on $WTB.L

Other investors who've written on Whitbread

No other institutional pitches found for this ticker yet.

View all $WTB.L pitches →