Letters by company

Valterra Platinum Limited

1 letter discussing ANGPY. Everything written about it on this site is on its ticker page.

Fairtree Asset Management Fairtree Global Emerging Markets Fund Q1 2026 Commentary The Fairtree Global Emerging Markets Fund added to TSMC, Samsung, Tencent, Kaspi, Impala and Naspers after valuation-led weakness, and initiated Prosus and oil-linked Sasol. It exited Valterra, Bidvest and Mr Price, while retaining overweights in Kazakhstan and South Africa and underweights in expensive China, India, South Korea and Taiwan. Q1 2026 453950