FCODF News and Press, Financiere De L'Odet

2026-01-27 03:53:00 ET ... Read the full article on Seeking Alpha For further details see: Highwood Value Partners H2 2025 Portfolio Review

2025-11-13 19:30:00 ET The following segment was excerpted from the Palm Harbour Capital Q3 2025 Investor Letter. ... Read the full article on Seeking Alpha For further details see: 10 Stocks That Faced Headwinds But Offer Long-Term Upside

2025-10-07 05:05:00 ET Performance and net asset value † after all ongoing and performance fees. Andrew Brown is making two presentations at the Passive Investor Event in Dallas, TX hosted by Financial Journey and Keith Blackborg on October 23 rd & 24 th ...

2025-07-22 02:35:00 ET Dear Investors, During the first half of 2025, our portfolio was up 4.2% in Canadian dollars net of fees which brings our return since inception to +66.3% in Canadian dollars net of fees. This compares to the most relevant benchmark index, the MSCI ( MSC...

2025-07-10 08:58:00 ET Performance and net asset value † after all ongoing and performance fees. High water mark at 30 June 2025 is $1.3662/unit CD ... Read the full article on Seeking Alpha For further details see: East 72 Dynasty Trust Q2 2025 Quarte...

2025-05-26 03:05:00 ET Summary Despite recent market volatility, our portfolio remains resilient and is valued at nearly 4x current prices, emphasizing long-term fundamentals over short-term swings. Key holdings like First Pacific, Sanjiang Fine Chemicals, and Compagnie de lȁ...

2025-04-24 09:05:00 ET Summary Portfolio developments include strategic reviews, buybacks, and acquisitions, with significant upside potential and strong financial metrics like a P/E of 8.6x and FCF/EV yield of 19%. Top contributors Lottomatica, Danieli, Piraeus Port Authority, Ve...

2025-04-24 08:10:00 ET Summary During the first quarter, the fund gained 2.63% gross of fees. We do not have a stated benchmark in our Key Investor Information Document and therefore cannot comment on relative performance. We leave it up to you to decide. Whilst we view our 10...

2025-04-17 22:50:00 ET Summary The Dynasty Trust NAV increased marginally by 0.54% during a quarter of immense equity market volatility. Our portfolio was far more stable than market indices, but not immune from the more pessimistic tone of prices in the March month. By and la...

2025-02-10 01:25:00 ET Summary The Fund had an exceptional year in 2024, driven by favorable global markets, but such performance is rare, so temper expectations. Core positions include Tianjin Development, First Pacific, Sanjiang Chemicals, Halyk Bank, and Compagnie de l’O...