consumer, Europe, industrials, international, Nordic, small caps, technology, value
The fund consistently adds to stocks that underperformed despite unchanged intrinsic value and reduces exposure where the gap to intrinsic value narrowed. New purchases like Bravida and Embotelladora Andina were made at discounts to estimated intrinsic value, with Andina trading near 15-year low multiples despite improving business quality.
Auto, discount, Europe, Media, private equity, value
The fund focuses on companies trading at discounts to estimated underlying net asset value. News Corp trades at a 38% discount to estimated NAV, while D'Ieteren trades at a 33% discount despite strong earnings growth prospects.
Consumer Goods, discount, Litigation, NAV, private equity, value
The fund focuses on companies trading at discounts to estimated net asset value. Reckitt Benckiser trades at a 39% discount to estimated NAV following litigation concerns. Schibsted was initially purchased at a 45% discount to NAV before being exited after re-rating.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
