VCISF News and Press, Vinci SA From 09/08/22

Summary Construction companies, like other European companies, are working to reduce CO2 emissions and to do business in a circular way where possible. Governments are striving to use more bio-based building materials, including wood. Several large European construction compan...

Summary Mexican airport operator Grupo Aeroportuario del Centro Norte will soon have a new controlling shareholder: France-based Vinci S.A. Vinci is a leading infrastructure group and one of the world's largest airport operators. I view their involvement as a big positive for Cent...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

France is one of the most consistently enticing markets in Europe. Our most successful investments have been in France, and we continue to be invested there, and EWQ has some similarly attractive features. The consumer discretionary focus is a little illusory due to the large expo...

The following slide deck was published by Vinci SA in conjunction with their 2022 Q2 earnings call. For further details see: Vinci SA 2022 Q2 - Results - Earnings Call Presentation

Vinci SA (VCISF) Q2 2022 Earnings Conference Call July 29, 2022 4:30 A.M. ET Company Participants Xavier Huillard - Chairman and Chief Executive Officer Christian Labeyrie - Executive Vice President and Chief Financial Officer Pierre Coppey - Executive Vice-Presi...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

The Polaris International Equity Composite returned -5.24%. Now with ‘higher inflation for longer’ rhetoric, commodities have another leg up as in the past they have served as a hedge against inflation. We are considering the risks of a big slowdown in Europe, contin...

The Polaris Global Equity Composite returned -3.83%. We are constantly assessing the portfolio seeking to ensure that our holdings thrive in an inflationary period. We are actively seeking attractively-priced stocks with good upside potential and lesser downside risk. We belie...

VINCI SA (VCISF) Q4 2021 Earnings Conference Call February 4, 2022 04:30 AM ET Company Participants Xavier Huillard - Chairman & Chief Executive Officer Christian Labeyrie - Executive Vice President & Chief Financial Officer Arnaud Grison - Chairman & Chief Executive Officer, VINC...