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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.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
LVMH Moët Hennessy Louis Vuitton SE is the preeminent global luxury goods conglomerate, controlling iconic heritage houses such as Louis Vuitton, Christian Dior, Tiffany, and Bulgari, representing 1.26% of the portfolio. The managers hold...
— First Eagle Investment Management, LLC
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Other investors who've written on LVMH Moët Hennessy Louis Vuitton SE
LVMH Moët Hennessy Louis Vuitton ($MC.PA), weighted at 1.8% of the fund, is the undisputed global leader in luxury goods, controlling a portfolio of 75 heritage brands including Louis Vuitton, Dior, and Moët Hennessy. Oakmark established a...
LVMH was a detractor during the quarter. The France headquartered...
Headquartered in Paris, LVMH is the largest luxury goods business in the world.