Letters by company

Chemring Group PLC/ADR

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

Upslope Capital Management 2025-Q1 Update Upslope exited AptarGroup, Charles River, VF Corp and Barry Callebaut after thesis breaks, management concerns or better opportunities emerged. The portfolio added European industrials, defense suppliers and volatility-sensitive exchanges, arguing that trade disruption, lower relative valuations and reshoring will favor overseas equities and defensives. Q1 2025 CME $106BCMGMF $1.4BCRL $15B