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2024-01-21 09:00:00 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. Global growth equities...
2024-01-20 09:00:00 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...
2024-01-20 06:45:28 ET Summary Kering shares have fallen sharply over the past year, with the luxury goods giant facing both macroeconomic and brand-specific headwinds right now. While Gucci's underperformance is stark versus peers like Louis Vuitton, analysts do see EPS bottoming...
2024-01-14 10:25:00 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...
2024-01-14 08:44:58 ET Summary In line with the entire luxury sector, Swatch Group's stock has lost momentum over the past year. But it's due for recovery. Swatch's revenue growth accelerated and margins expanded in H1 2023. The company's outlook is encouraging too. While a fu...
2024-01-12 18:10:35 ET Summary Hermès stock has outperformed peers by a wide margin over the past year, a reflection of superior sales growth in an increasingly subdued global luxury goods market. I expect Hermès to confirm its best-in-class status during this slowdown, ...
2024-01-10 11:43:54 ET More on Kering SA Kering SA 2023 Q3 - Results - Earnings Call Presentation Kering: Luxury Fashion Leader Trading Cheap Kering: Another Quarter Of Market Share Losses Seeking Alpha’s Quant Rating on Kering SA Historical ea...
2024-01-10 10:53:56 ET More on Kering SA Kering SA 2023 Q3 - Results - Earnings Call Presentation Kering: Luxury Fashion Leader Trading Chea p For further details see: Kering goes ex-dividend tomorrow
2023-12-17 22:16:55 ET More on fashion names LVMH: Luxury Winter May Be Slowly Approaching (Rating Downgrade) LVMH: Quality At A Fair Price Lululemon: Several Growth Levers In Place Lululemon Athletica stock on track to snap its eleven-day gaining streak ...
2023-12-13 21:06:54 ET Summary As is usual at the end of the year, many Seeking Alpha contributors will have their lists of where to put your money during the next year. But not losing money with your investments is almost as important as making money. At the beginning of this...
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