NEMKY News and Press, Nemetschek From 10/16/23

2023-10-16 10:00:00 ET Summary Mensch und Maschine Software SE is a hidden German champion in the construction software industry. MuM develops and distributes various software solutions, predominantly in Europe. The company benefits from secular tailwinds in the construction i...

2023-08-22 10:00:34 ET Summary Nemetschek is a German company providing software solutions for architects, designers or engineers as well as companies operating in the media and entertainment industry. The company has a wide economic moat based on switching costs and cost advantag...

2023-05-04 01:38:15 ET Summary Relative calm has returned to markets, for now. The recent extreme volatility in markets was compounded by a relatively new product: the sector ETF. A rotation into value should benefit international markets. Business outlook is little change...

2023-03-28 16:22:24 ET Summary Nemetschek SE reported a core performance for Q4 2022 in line with the pre-release, but growth in Design was disappointing at 1.8%. The 2023 guidance for Nemetschek SE is largely in line with the consensus, but macro headwinds in the Design and the B...

Summary The construction industry is very inefficient. Digitalization is not present in most construction companies and offers a large market opportunity. Nemetschek SE is a highly profitable hidden champion out of Germany. This family business could offer a lucrative investment...

Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Stock markets fell in the quarter, as the world watched in horror Russia’s invasion of Ukraine. While we are optimistic that China will maintai...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For Q1 2022, Aristotle Capital’s International Equity Composite po...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For the first quarter of 2022, Aristotle Capital’s Global Equity C...