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Stenham Asset Management's investment thesis on Siemens ($SIE.DE) — Q3 2025 | Buyside Digest

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$SIE.DENASDAQSiemens

BULL

Stenham Asset Management—SIE.DE

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$273.10USD

+0.2% vs last month

$241.20Pitched

+13.2% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q3 2025, the Stenham Equity UCITS Fund (A1) posted a return of 0.8% (8.3% YTD), underperforming the MSCI World Index's 7.0%. This underperformance was...

— Kevin Arenson, Akshay Krishnan & Tim Beck

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