UNLVF News and Press, Unilever NV From 06/13/22

On May 31st, news broke that the legendary activist investor Nelson Peltz has taken a sizable stake and has claimed a seat on the Unilever board. This is a big deal. Literally, the exact same catalyst occurred at rival Procter & Gamble in December of 2017, leading P&G to massi...

BlackRock, champion of ESG, has been accused of greenwashing and of putting its CEO's views ahead of investors' needs. Unilever has mistaken political correctness with ESG and upset its major shareholders. Lloyds Banking Group sought to become a champion of diversity and inadverte...

On January 28th, I published a Perfect Portfolio (backbone) for Turbulent Times. Only a few weeks later the world got shocked by how events unfolded in Ukraine. The situation in Ukraine is horrible and I hope they find a solution soon to stop all the violence and suffering! The fi...

In the midst of the uncertainty surrounding the Ukraine conflict, investors are becoming increasingly certain that the stock markets are facing a turning point. It is therefore only right that investors look particularly critically at companies with low growth momentum, poor managemen...

Unilever and P&G are both large global consumer companies that have shown very different performances during the last few years. Pushed by active investor Nelson Peltz, P&G has undergone a significant transformation and has emerged very strong out of that. Unilever has cle...

Other than during the Great Depression and World War II, Unilever's dividend has gone up almost every year for the best part of a century. Unilever has become less competitive and its pricing power has been eroded by its peers. The deal never happened because institutional shareho...

Lindsell Train was established in 2000 by Michael Lindsell and Nick Train. Reflecting their experience, the business focuses predominantly on the management of UK, Global and Japanese equity mandates. Over the course of 2020 your Fund’s NAV was relatively resilient, compared to...

At 17.2x forward P/E and with growth rates above competitors Unilever and Proctor & Gamble, Henkel looks like a great relative value investment in today's expensive market environment. Henkel's strong product offerings and global footprint have allowed the company to achieve an av...

Gardner Russo & Gardner’s 13F portfolio value increased from $9.84B to $10.29B. Russo almost eliminated Diageo plc during the quarter. The top three 13F stakes are Mastercard, Berkshire Hathaway, and Nestle. They add up to ~44% of the portfolio. For further detail...

BDJ remains attractively valued with a deep double-digit discount. The poor performance of this fund can be attributed to the overweight financial exposoure. This overweight in financials makes this fund all the more appealing for longer-term investors. For further details s...