Letters by company

First Gen Corp ADR

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

Quercus Fund 2026 Second Letter to Shareholders Quercus Fund retained Sanjiang Chemicals as its largest holding, arguing that feedstock flexibility, MTBE expansion and ethane logistics have strengthened its cost position despite erratic trading. It sold Compagnie de l’Odet and Braskem Idesa bonds for better-priced opportunities, then bought First Philippine Holdings and Lopez Holdings for their discounted control of Philippine power assets and Meralco stake. 2026 (Jan-Aug) FCODF $6.2B