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Recovery
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 |
BESTINVER GESTIÓN, S.A., S.G.I.I.C. Tomás Pintó
|
View | Industrials, Europe, Recovery | - | Cyclical Recovery, European Industrials, fiscal stimulus, Intrinsic Value, margin expansion |
| 2023 Q2 | Jul 31, 2023 |
1578 Partners, LP Marc Werres
|
View | Compounders, Recovery, Inflation | NFLX | Disinflation, earnings growth, Economic Resilience, Intrinsic Value, quality businesses |