BVHMF News and Press, Bovis Homes Group Plc From 10/11/23

2023-10-11 11:45:00 ET 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. Bonhoeffer Fund's investment portfolio consists of value-or...

2023-10-06 06:00:00 ET Summary Dividend yield is actually a fairly reliable indicator of value and future returns. There is an elevated risk of dividend cuts and suspensions when yields are so high, but in many cases, that seems unlikely. The UK does offer rich pickings to div...

2023-06-24 02:30:00 ET 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. There have been modest changes within the portfolio in the ...

2023-03-22 22:16:00 ET Summary Much has changed since the last update in September, with banks now hogging many of the top spots. Bank shares have gone down in the last couple of weeks and their dividend yields have gone up, because several banks have recently failed. If you b...

Summary Maran Capital is a value-driven, concentrated, long-term investment manager focusing on small-cap stocks and special situations because we believe these are the most inefficient corners of the market. In the fourth quarter of 2022, Maran Partners Fund returned +1.6%, net of all ...

Summary The current weakness will likely lead to the strong getting stronger - Vistry is arguably the strongest. Vistry has a clear plan to increase the amount of houses it can deliver while improving margins and earnings power. A capital light arrangement allows Vistry to earn 40+%...

Summary Laughing Water Capital is a concentrated, long-biased investment partnership open to accredited investors. For the fourth quarter of 2022, an investment in Class A shares of Laughing Water Capital, net of all fees and expenses,  returned approximately 4.0% vs 7.6% and 6.2% ...

Summary International markets faced headwinds as slowing economic growth and hawkish monetary policy by central banks stoked investor fears of a possible global recession. The Strategy outperformed its benchmark, as high-quality stocks in the materials and industrials sectors over...

Summary For the three months ending September 30, 2022, the Mayar Responsible Global Equity Fund (Class A) was down -11.69% net of all expenses and fees. High market volatility has continued during this quarter as the pain caused by a combination of supply shocks, high inflation, ...

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. ...