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Chemicals
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 |
Norbury Capital Thijs Buitenhuis
|
View | Chemicals | AZRN NA, IMCD NA | assetlight, Chemicals, Consolidation, Distribution, Sentiment |
| 2025 Q3 | Oct 9, 2025 |
ITUS Capital Fundamental Value Fund Naveen Chandramohan
|
View | Platforms, Consumption, Chemicals | - | Chemicals, consumption, Domestic Demand, Manufacturing, Platforms |