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Mar Vista Global Equity Fund's investment thesis on Novonesis A/S ($NSIS-B.CO) — Q4 2024 | Buyside Digest

$NSIS-B.CONASDAQNovonesis A/S

BULL

Mar Vista Global Equity Fund—NSIS-B.CO

Fund Letter

Q4 2024

Published December 31, 2024

$436.60USD

-0.0% vs last month

$409.00Pitched

+6.7% since pitch

Market Cap$198.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Novonesis declined due to currency headwinds and short-term cyclical weakness in ethanol and fragrance end-markets. The manager remains...

— Silas Myers and Brian Massey

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