Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
European Banking
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 20, 2025 |
PM Capital Global Companies Fund Paul Moore
|
View | AI, Gold, Onshoring, Copper, European Banking | 1928.HK, 2282.HK, AIR.PA, ALD.AX, CIP.AX, COL.AX, CS.AX, EDV.AX, EGLE, FCX, FDV.AX, GMEXICOB.MX, LLOY.L, MRL.AX, MSCI, NEE, NEM, NST.AX, TECK, WYNN | AI, commodities, Copper, cyclicals, European Banking, gold, Onshoring, value |