MLSPF News and Press, Melrose Industries Plc

2024-06-10 21:10:29 ET Summary Melrose PLC has been a more modest performer compared to its peers in the aerospace industry despite good margin progression and strong trends in the Engines segment. Ongoing slippage in new aircraft deliveries should benefit Melrose, as it leads to ...

2024-04-24 10:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The portfolio meaningfully beat the benchmark MSCI EAFE Index, as well as the seconda...

2024-04-24 09:30:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The portfolio solidly outperformed the MSCI AC World Index. Holdings in health ca...

2024-03-21 11:05:11 ET More on American Axle & Manufacturing American Axle & Manufacturing Holdings, Inc. (AXL) Q4 2023 Earnings Call Transcript American Axle & Manufacturing Holdings: Staying The Course Automotive stocks upgraded at Morgan Stanley; Ford ...

2023-12-28 15:47:22 ET Summary Melrose has continued to leverage a strong commercial aerospace cycle, with high-teens revenue growth and significant operating margin improvement through October of this year. RTX's issue with GTF engines will have a modest, and easily manageable, n...

2023-08-22 18:04:54 ET Summary Melrose Industries has shifted its strategy to focus on its GKN Aerospace business, spinning off all other operations and swearing off meaningful M&A in the future. The company's GKN Aerospace business consists of Engines and Structures, with Eng...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $8.40B to $9.38B this quarter. The number of positions increased from 35 to 38. They added Netflix and increased Credit Acceptance Corp while reducing Wayfair during the quarter. The top three positions are...

The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of. Sequoia Fund returned 23.3% in 2020, versus 18.4% for the S&P 500. Notables positi...

Lloyds Banking Group (LYG) is the biggest gainer in U.K.'s FTSE 100 after the Brexit deal was finally hashed out with a 3.55% jump. Melrose Industries (MLSPF) and Tesco (TSCDF) are also both up more than 3% in London trading.The holiday cheer over the deal isn't extremely broad as the iShares...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.46B to $8.40B this quarter. The number of positions decreased from 37 to 35. They added Intercontinental Exchange and Fidelity National Information Services while decreasing Amazon.com, Alphabet, and Wayfair...