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Kernow Asset Management's investment thesis on Berkeley Group ($BKG.L) — Q1 2025 | Buyside Digest

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$BKG.LNASDAQBerkeley Group

BULL

Kernow Asset Management—BKG.L

Fund Letter

Q1 2025

Published March 31, 2025

View Fund Profile

$3592.00USD

+3.9% vs last month

$3620.00Pitched

-0.8% since pitch

Market Cap$3.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The homebuilder has demonstrated strong financial discipline, backed by substantial net cash and a massive pipeline of forward free cash flow orders. With an aligned...

— Alyx Wood

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