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Alluvium Global Fund's investment thesis on Charter ($CHTR) — Q1 2025 | Buyside Digest

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$CHTRNASDAQCharter

BULL

Alluvium Global Fund—CHTR

Fund Letter

Q1 2025

Published March 1, 2025

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$156.23USD

+2.8% vs last month

$379.52Pitched

-58.8% since pitch

Market Cap$21.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Charter's latest full-year results showed robust underlying subscriber trends, specifically boasting a high customer retention rate after the expiration of subsidy programs. The fund remains...

— Stuart Pearce, Alexis Delloye

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