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2023-04-21 05:30:00 ET Summary 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. The Strategy outperfor...
2023-04-21 03:30:00 ET Summary LVMH has been successful at straddling the legacy of its brands with new products and vibrant marketing. A key ingredient to LVMH’s success is in its decentralized structure. LVMH is an all-weather business that we expect to keep compoundi...
2023-04-21 03:15:00 ET Summary Aoris is a global equity boutique, deliberately different in many ways, as a business and as investors. We've made unconventional choices to best position us to deliver long-term investment success for our clients. The Aoris International Fund (Class...
2023-04-19 07:06:34 ET Summary LVMH has rebounded nearly 70% from its 52-week low. The reopening of China should continue to be a strong growth driver, especially as flight capacity starts to ease. The company should outperform the broad retail sector during a downturn as it d...
2023-04-18 18:40:58 ET Summary LVMH's 1Q23 results exceeded expectations, with robust growth across all sectors, particularly in China and the United States. The Fashion and Leather Goods segment is a primary growth driver for LVMH, with Louis Vuitton and Dior leading the way. ...
2023-04-14 23:45:00 ET Summary 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. A crisis-driven rotati...
2023-04-14 20:00:00 ET Summary Mawer Investment Management is a privately owned, independent investment firm, managing over $67B in assets for individual and institutional investors across all major asset classes. Equity markets were resilient in the first quarter of 2023, finishi...
2023-04-14 03:05:00 ET Summary 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. A crisis-driven rotati...
2023-04-12 15:12:12 ET Summary LVMH just published its Q1-23 revenue numbers, demonstrating the never-ending demand for the luxury conglomerate's products, and beating even my above-consensus expectations. Wines & Spirits grew by 3%, Fashion & Leather grew by 18%, Perfumes...
2023-04-12 14:23:00 ET LVMH ( OTCPK:LVMHF ) stock rocketed to a new record on Wednesday after a report of strong revenue growth despite macroeconomic turbulence. The report, coming in evening time in Paris, reflected a 17% jump in revenue from the prior year to €21B i...
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2024-06-11 08:14:00 ET LVMH Moët Hennessy -- Louis Vuitton (OTC: LVMHF) (OTC: LVMUY) , more commonly referred to as LVMH, is one of the most valuable brands in the world. After a strong share price run over the past decade, the American depositary receipts for the luxury ...