Domino's Pizza Group plc

• CI Castlebay Investment Partners Sins of omission and financial gravity! ↗ Castlebay attributes its divergence from the UK market to avoiding banks, Shell, BAE Systems and Rolls-Royce, arguing their recent rerating is unsupported by retained returns on equity. The fund exited AutoZone on valuation, added to London Stock Exchange Group, Diageo, Domino’s Pizza Group and Novo Nordisk, and argues that durable brands support long-term pricing power. September 2025 AZO $53BBAESY $80BBBRYF $5.4B +6

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