VVVNF News and Press, Vivendi SE From 04/17/25

2025-04-17 22:50:00 ET Summary The Dynasty Trust NAV increased marginally by 0.54% during a quarter of immense equity market volatility. Our portfolio was far more stable than market indices, but not immune from the more pessimistic tone of prices in the March month. By and la...

2025-03-31 03:35:03 ET More on Poste Italiane S.p.A., TIM S.A.: Vivendi SE (VIVHY) Full Year 2024 Earnings Call Transcript Vivendi SE 2024 Q4 - Results - Earnings Call Presentation TIM S.A. Q4: Solid Guidance Opens Doors For Further Upside Vivendi SE reports ...

2025-03-10 07:30:00 ET Summary The fourth quarter was characterized by political uncertainty in much of the world both before and after elections took place. Our blurb about Europe was just a delay in speaking about what really moved the market in the fourth quarter. We purcha...

2025-03-07 00:32:15 ET More on Vivendi SE Vivendi SE (VIVHY) Full Year 2024 Earnings Call Transcript Vivendi SE 2024 Q4 - Results - Earnings Call Presentation CVC Capital eyeing a buyout of Vivendi's stake in Telecom Italia - Bloomberg Historical earnings dat...

2025-03-06 16:33:14 ET Vivendi SE (VIVHY) Full Year 2024 Earnings Conference Call March 06, 2025 11:45 AM ET Company Participants Arnaud de Puyfontaine – Chairman and Chief Executive Officer François Laroze – Chief Financial Officer Conferenc...

2025-02-17 04:50:00 ET Summary The Longleaf Partners Global Fund returned -6.68% in Q4 but achieved a 10.50% annual return, outperforming the FTSE Developed Value index. The fund's portfolio is divided into three groups: companies with recognized value growth, those on the verge o...

2025-02-10 01:25:00 ET Summary The Fund had an exceptional year in 2024, driven by favorable global markets, but such performance is rare, so temper expectations. Core positions include Tianjin Development, First Pacific, Sanjiang Chemicals, Halyk Bank, and Compagnie de l’O...

2025-02-03 09:45:00 ET Summary Bollore and Compagnie de L'Odet are the Paris listed mid-cap holding companies controlled by Vincent Bollore and family and we acquired our shares in H1 of this year. The thesis is based on steady compounding of the underlying assets (UMG & Viven...

2025-02-03 06:00:00 ET Summary Our portfolio was down 1% in H2 2024, but up 59.7% since inception, outperforming the MSCI Europe SMID Cap index's 29.5% gain. European equities have underperformed US equities due to US tech sector growth, but select European markets now offer attra...

2025-01-21 12:53:00 ET Summary Longleaf Partners International Fund returned –11.20% in the fourth quarter and -1.99% for the year, trailing the relevant indexes. The flow of capital towards the US drains incremental liquidity from other markets, which in real terms means a...