Letters by company
Foresight Group Holdings Limited
1 letter discussing FSG. Everything written about it on this site is on its ticker page.
- Downing VT Downing Small & Mid-Cap Income Fund Quarterly Commentary – December 2024 VT Downing Small & Mid-Cap Income Fund exited Essentra, rotated into DiscoverIE, and initiated positions in Dunelm and Kainos after share-price weakness. The fund argues that Galliford Try, WH Smith, Foresight Group and Ricardo retain valuation upside, with Ricardo reshaping itself around environmental, energy-transition and advisory activities. December 2024 DNLM $2.5BDSCV $1BFSG $709M