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Summary If you assume all my MOEX stocks are worth 0, I am down 34%. If you take the MOEX stocks at their current value, I am down c10%. I also have various GDRs and a reasonable weight in JEMA – formerly JP Morgan Russian. So if all Russian stocks are a 0, you can probably knock...
Summary The Strategy outperformed for the second quarter in a row, thanks in large part to positioning adjustments made over the last year in preparation for these extreme macro headwinds. We enhanced a focus on sturdy, secular growth businesses with three new additions to the portfol...
Compass Group PLC (CMPGF) Q2 2022 Earnings Conference Call May 11, 2022 4:00 AM ET Company Participants Dominic Blakemore - Group Chief Executive Officer Palmer Brown - Group Chief Financial Officer Conference Call Participants Jamie Rollo - Morgan Stanley Bilal Aziz - UBS Vicki Stern - Barcl...
The following slide deck was published by Compass Group PLC in conjunction with their 2022 Q2 earnings call. For further details see: Compass Group PLC 2022 Q2 - Results - Earnings Call Presentation
Compass Group press release (OTCPK:CMPGF): 1H Non-GAAP EPS of 26.90p. Revenue of £11.6B (+38.1% Y/Y). For further details see: Compass Group Non-GAAP EPS of 26.9p, revenue of £11.6B
We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...
Compass Group PLC (CMPGF) Q4 2021 Earnings Conference Call November 23, 2021 4:00 AM ET Company Participants Dominic Blakemore – Group Chief Executive Officer Palmer Brown – Group Chief Financial Officer Conference Call Participants Bilal Aziz – UBS Jamie Rollo – M...
The following slide deck was published by Compass Group PLC in conjunction with their 2021 Q4 earnings call. For further details see: Compass Group PLC 2021 Q4 - Results - Earnings Call Presentation
The following slide deck was published by Compass Group PLC in conjunction with their 2021 Q2 earnings call. For further details see: Compass Group PLC 2021 Q2 - Results - Earnings Call Presentation
Compass Group PLC (CMPGF) Q2 2021 Earnings Conference Call May 12, 2021 03:00 AM ET Company Participants Dominic Blakemore - Group Chief Executive Karen Witts - Chief Financial Officer Conference Call Participants Bilal Aziz - UBS Jamie Rollo - Morgan Stanley Leo Carrington - Crédit Suis...
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