| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jun 30, 2024 | Latitude Global Fund | - | - | ATLA.MI, DG.PA, FGR.PA | concessions, France, inflation, infrastructure, Motorways, value | The fund focuses on French motorway concessions through Vinci and Eiffage, which provide inflation-linked cash flows and structural growth from increasing traffic. These assets benefit from contracted toll increases tied to 70% of CPI and steady 2% annual traffic growth, while the companies use cash flows to invest in broader infrastructure, energy contracting, and renewable concessions. | FGR.PA DG.PA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||