Letters by company

Glencore PLC

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

Forager Funds Management Annual Report Forager attributes its opportunity set to passive selling, thematic ETF flows and index inclusion, using market volatility to buy underfollowed companies and trim positions when valuations outrun fundamentals. The International Fund added Comfort Systems and recycled UK holdings, while the Australian Fund backed turnarounds including Catapult, AMA Group and MotorCycle Holdings. 2025 financial year 3697 $1.4B3769 $4.1B4194 $2.4B