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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Despite the deliberate underexposure in Financials, strong stock selection from newer holdings Edenred and Sabre Insurance were key contributors to the Fund for the fiscal year. Edenred is the...
— Bob Sharpe
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Other investors who've written on Edenred SE
More institutional theses from Vela International Fund
The strongest contributing sector this quarter (and for the full fiscal year) was Health Care, led by Tecan Group and Ansell. Tecan is a...
Positions Added: Japan EyeWear presented a discounted opportunity to gain exposure to a niche in the Asian luxury sector. Japan EyeWear’s business...
Sabre Insurance, the UK non-standard underwriter of motorist (auto) insurance, was the other major contributor. ) where the...