DRTGF News and Press, Dart Group Corp Ord From 04/20/25

2025-04-20 10:10:00 ET Summary Jet2 remains a strong buy due to its net cash position, fleet renewal with fuel-efficient Airbus A321neo planes, and robust EBITDA growth projections. Despite inflationary pressures and macroeconomic risks, Jet2's holiday package business and fleet u...

2025-04-09 11:45:00 ET Summary For the quarter, the Fund outperformed the S&P Developed ex-U.S. Small Cap Index and the MSCI EAFE Small Cap Index on a net asset value basis. As of quarter end, the Fund’s largest country exposures were Japan and the United Kingdom. ...

2025-04-03 07:13:51 ET Summary Airlines have been in a flat spin recently, due to macroeconomic turmoil. Certain airlines are growing despite the market outlook, and have advantages in certain areas, including valuations and efficiency. The full-year outlook is broadly unchang...

2025-01-23 12:28:17 ET Summary easyJet Plc's holiday packages business shows significant growth, with revenues up 36%, helping offset winter airline losses and indicating future profitability potential. Despite a 3% stock decline since my buy rating in April 2023, easyJet remains ...

2025-01-17 08:00:00 ET Summary We have owned Jet2 since the inception of the fund and prior. Jet2’s economics are very different to an airline and in our view understanding this is crucial to understanding why the company continues to succeed. We have found that investo...

2025-01-16 08:50:00 ET Summary Plural Partners Fund L.P. delivered a gross return of 5.2% and net return of 4.9% in Q4. The majority of our capital is typically allocated to our six to eight best investments. We estimate that our businesses trade for 6.8x their FCF in three ye...