Letters by company

Craneware plc

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

Castlebay Investment Partners Quarterly investor letter March 2026 Castlebay argues that quality compounders have been derated despite sustained earnings and cashflow growth, leaving the portfolio at unusually inexpensive valuations. It sold Edwards Lifesciences over concentration and valuation concerns, while making the case for Compass Group, Craneware, Avon Technologies and Intertek as businesses with durable process-based advantages. Quarterly investor letter March 2026 CMPGF $57BCRWRF $551MEW $57B