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2023-06-05 07:29:20 ET Summary LVMH showcases remarkable financial performance and growth across its diverse portfolio, despite global economic challenges. The company's future prospects remain bullish, with potential growth in emerging luxury markets and a strong online presence....
2023-05-26 18:20:27 ET Summary Richemont is the 2nd largest luxury holding in Europe with a focus on luxury jewelry and watches. After some years, Richemont found its way back on the growth track and also achieved new highs of profitability and cash conversion. Regarding the E...
2023-05-24 01:22:13 ET Summary Burberry's latest results reflect that it is strategically on the right track and the demand revival in China has helped. Notably, the company's operating margin has risen to 20%+ levels, and it expects it to stay there. An improvement in EPS also ma...
2023-05-08 21:33:19 ET Summary Better than feared results, Kering delivered a resilient performance in Q1. The new Gucci Creative Director confirmed the brand's long-term target. Kering trades at a higher discount compared to peers. Gucci's recovery is underway. Our buy is the...
2023-04-27 22:15:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longl...
2023-04-24 12:27:33 ET LVMH ( OTCPK:LVMUY ) stock soared to a new high on Monday, moving to an over $500B valuation. The modest gain on Monday extends CEO Bernard Arnault’s lead over Tesla CEO Elon Musk as richest man in the world and lifts the company to become the first Europea...
2023-04-22 00:15:00 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...
2023-04-21 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 03:15:00 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...
2023-04-14 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...
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