FCODF News and Press, Financiere De L'Odet From 02/10/25

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...

2025-02-03 09:45:00 ET Summary Bollore and Compagnie de L'Odet are the Paris listed mid-cap holding companies controlled by Vincent Bollore and family and we acquired our shares in H1 of this year. The thesis is based on steady compounding of the underlying assets (UMG & Viven...

2025-02-03 06:00:00 ET Summary Our portfolio was down 1% in H2 2024, but up 59.7% since inception, outperforming the MSCI Europe SMID Cap index's 29.5% gain. European equities have underperformed US equities due to US tech sector growth, but select European markets now offer attra...

2025-01-13 07:35:00 ET Summary Dynasty Trust's NAV rose by 7.7% in Q4 2024, benefiting from currency movements and strong performance in sports data and liquidity providers. Despite positive returns, caution is advised due to flat earnings revisions in key technology stocks and po...