Letters by company

Balco Group AB

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

Protean Funds Wide Confidence Intervals Protean Funds argues that disciplined position sizing must account for the risk of being confidently wrong after RaySearch and Devyser issued profit warnings. Small Cap added to Devyser and rebuilt MT Hojgaard while increasing real-estate exposure, while Select traded Evolution and increased its Novo Nordisk short after a pipeline setback. July 2026 +5.4% DVYSR $107MEVGGF $17BIDTVF delistedNVO $204B