RMGNF News and Press, RHI Magnesita NV

2024-01-27 12:10:00 ET Summary Palm Harbour Capital LLP is a United Kingdom Limited Liability Partnership based in London. We scour the globe seeking undervalued securities in order to build a unique portfolio. The fund was down -4.3% in October and then up +3.96% in November and ...

2023-08-10 12:15:00 ET Summary Palm Harbour Capital LLP is a United Kingdom Limited Liability Partnership based in London. We scour the globe seeking undervalued securities in order to build a unique portfolio. The fund lost 2.6% gross of fees in the second quarter, with a 42.9% r...

Summary Palm Harbour Capital LLP is a United Kingdom Limited Liability Partnership based in London. We scour the globe seeking undervalued securities in order to build a unique portfolio. During the fourth quarter the fund gained 9.7% gross of fees. We still believe there is a struc...

Summary Recession expectations have pushed the stock price of RHI Magnesita below its intrinsic value. The company's margins are more stable than what the market expects. In my view, RHIM is a buy for a patient long-term value investor. Theses RHI Magnesita N.V. (RMGNF) is...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Our pro-cyclical positioning proved beneficial, with stre...