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Ganes Focused Value Fund's investment thesis on Lovisa ($LOV.AX) — Q2 2025 | Buyside Digest

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$LOV.AXNASDAQLovisa

BULL

Ganes Focused Value Fund—LOV.AX

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$26.90USD

+16.6% vs last month

$30.69Pitched

-12.3% since pitch

Market Cap$3.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Lovisa experienced massive share price volatility over the year, driven by shifting market sentiments rather than operational changes. Operationally, the business...

— Ganes Capital Management Limited

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Ganes Focused Value FundBULL

Pitched Apr 14, 2026

Lovisa's aggressive international expansion continues to deliver robust top-and-bottom-line growth. While investors panicked...

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