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Olesen Value Fund's investment thesis on DeLclima S.p.A. ($DLCL.MI) — Q3 2025 | Buyside Digest

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$DLCL.MINASDAQDeLclima S.p.A.

BULL

Olesen Value Fund—DLCL.MI

Fund Letter

Q3 2025

Published September 1, 2025

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

DeLclima was an Italian HVAC manufacturer spun off by De'Longhi whose intrinsic value was masked by a poorly performing non-core radiator division. The manager recognized...

— Christian Olesen

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