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

Mayar Capital's investment thesis on Unilever PLC ($ULVR.L) — Q4 2025 | Buyside Digest

All Pitches

View Letter Analysis

$ULVR.LNASDAQUnilever PLC

BULL

Mayar Capital—ULVR.L

Fund Letter

Q4 2025

Published January 14, 2026

View Fund Profile

$4709.00USD

-1.1% vs last month

$4761.50Pitched

-1.1% since pitch

Market Cap$101.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the CY 2025 Letter to Partners, Managing Director Abdulaziz A. Alnaim reports a 14.1% net gain for Class A, underperforming the MSCI World's 21.1% increase. Alnaim frames this...

— Abdulaziz A. Alnaim

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 $ULVR.L, and what else Mayar Capital is buying.

Other pitches on $ULVR.L

Other investors who've written on Unilever PLC

Fundsmith Equity FundNEUTRAL

Pitched Jul 8, 2026

When Hein Schumacher was appointed as CEO we breathed a sigh of relief after the Poleman/Jope years of woke.

View all $ULVR.L pitches →