|
Apr 28, 2026 |
Fund Letters |
Longleaf Partners Fund |
General Electric
|
Industrials |
Industrial Conglomerates |
Neutral
|
NYSE |
business separation, business transformation, exit strategy, industrial conglomerate, Operational Improvement, Value Realization |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Stenham Asset Management |
General Electric Company
|
Industrials |
Aerospace & Defense |
Bull
|
NYSE |
Aerospace, aftermarket, Aircraft engines, barriers to entry, Joint venture, MRO, oligopoly, secular growth |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
TMR Partners Long Only |
GE Aerospace
|
Industrials |
Aerospace & Defense |
Bull
|
NYSE |
Aerospace Engines, Defense, innovation, Joint venture, market leader, MRO services, Predictive Maintenance, supply chain |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Torre Financial |
General Electric Aerospace
|
Industrials |
Aerospace & Defense |
Bull
|
NYSE |
Aerospace, aftermarket services, Aircraft engines, barriers to entry, Joint venture, Pricing power, switching costs |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Longleaf Partners Fund |
General Electric
|
Industrials |
Industrial Conglomerates |
Bull
|
NYSE |
Aviation, Breakup, industrial conglomerate, Power generation, spinoff, Sum-of-parts, turnaround, Value Realization |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Longleaf Partners Global Fund |
General Electric
|
Industrials |
Industrial Conglomerates |
Bull
|
NYSE |
Aviation, Breakup, conglomerate, deleveraging, Industrial, Power, spinoff, turnaround, value unlock |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
LVS Advisory - Event Driven |
GE Aerospace
|
Industrials |
Aerospace & Defense |
Bull
|
NYSE |
Aerospace Engines, Commercial Aviation, Defense, Joint venture, Manufacturing Innovation, market leadership, MRO services, Predictive Maintenance, Supply chain resilience |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
African Lions Fund |
GE Aerospace
|
Industrials |
Aerospace & Defense |
Bull
|
NYSE |
Aerospace, Aviation Recovery, CFM International, Defense, Jet Engines, manufacturing, MRO services, Narrow-body Aircraft, Predictive Maintenance, Reshoring, supply chain, Widebody Aircraft |
View Pitch |