ASHTF News and Press, Ashtead Group Plc From 09/21/22

Summary The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. The Bonhoeffer Fund returned -14.9% net of fees in the second quarter of 2022. ...

Summary Industrial equipment supplier Ashtead reported strong financials recently and upgraded revenue forecasts. Despite high inflation and a recession in the US, its biggest market, it's poised to make further gains. The US’s infrastructure spending is expected to bolster...

Rhizome Partners LP is a Delaware limited partnership, aims to achieve long-term capital appreciation while limiting the risk of loss. For the second quarter of 2022, Rhizome Partners generated a net loss of 9.1%. Given our cautious views regarding the impact of rising interest ra...

Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. For the second quarter of 2022, Giverny Capital Asset Management’s model portfolio...

Investors have had a punishing year so far in 2022, and in the second quarter there were even fewer places to hide. Despite a reversal toward the end of the quarter, bond yields moved higher in most major economies. This quarter saw another period of significant declines for equit...

Gardner Russo & Quinn’s 13F portfolio value decreased from $10.39B to $8.94B. Russo added Netflix and increased Ashtead Group plc during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~39% of the portfolio. ...

The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. The Bonhoeffer Fund returned -4.4% net of fees in the first quarter of 2022. Multiples are...

Ashtead Group plc (ASHTF) Q4 2022 Earnings Conference Call June 14, 2022, 04:30 AM ET Company Participants Brendan Horgan - CEO Michael Pratt - CFO Conference Call Participants Andrew Wilson - JPMorgan Arnaud Lehmann - Bank of America Suhasini Varanasi - Goldman Sachs Allen Wells - Jefferies ...

Ashtead Group press release (OTCPK:ASHTF): FY Non-GAAP EPS of 165.5p. Revenue of £5.03B (-0.4% Y/Y). For further details see: Ashtead Group Non-GAAP EPS of 165.5p, revenue of £5.03B

Gardner Russo & Quinn's 13F portfolio value decreased from $11.21B to $10.39B. Russo increased Ashtead Group plc during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~41% of the portfolio. For further details see: ...