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.

Fundsmith Equity Fund's investment thesis on Unilever PLC ($ULVR.L) — Q2 2026 | Buyside Digest

$ULVR.LNASDAQUnilever PLC

NEUTRAL

Fundsmith Equity Fund—ULVR.L

Fund Letter

Q2 2026

Published July 8, 2026

$4709.00USD

-1.1% vs last month

$4599.00Pitched

+2.4% since pitch

Market Cap$101.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

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

— Terry Smith

BSD Research Exclusive

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

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Unilever PLC

No other institutional pitches found for this ticker yet.