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Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...
Vinci's stock trades near its pre-COVID highs as the market anticipates the recovery of air traffic globally. The resilience of the highway concessions and of the contracting division have enabled the company to generate significant free cash flow. In the short term, the upside po...
Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...
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 rotation out of growth stocks into value on improving h...
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. Infrastructure underperformed equities for the quarter, l...
Vinci SA (VCISF) Q1 2021 Earnings Conference Call April 22, 2021 12:00 PM ET Company Participants Christian Labeyrie – Chief Financial Officer Gregoire Thibault – Investor Relations Conference Call Participants Siobhan Lynch – Benchmark Jean-Christophe Lefevre-Moulenq ...
VINCI SA (VCISF): Q1 Revenue of €10.2B (+5% Y/Y)Press Release For further details see: VINCI SA reports Q1 results
VINCI SA (VCISF) Q4 2020 Earnings Conference Call February 5, 2021 4:30 AM ET Company Participants Xavier Huillard - Chairman and Chief Executive Officer, VINCI Christian Labeyrie - Chief Financial Officer, VINCI Pierre Coppey - Chairman, VINCI Autoroutes Pierre Anjolras - Chairman, Eurovia &...
The following slide deck was published by VINCI SA in conjunction with their 2020 Q4 earnings call. For further details see: VINCI SA 2020 Q4 - Results - Earnings Call Presentation
Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...
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