Letters by company

Hargreaves Lansdown plc

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

Castlebay Investment Partners Quarterly investor letter June 2025 Castlebay argues that rising government debt could lead to financial repression, favouring quality businesses with pricing power and durable switching costs. The portfolio added Greggs and AJ Bell, reduced NEXT after its rerating, and examines the competitive moats of RELX, Intertek and Croda. Quarterly investor letter June 2025 AJB $3BCOIHF $6.8BGGGSF $3.3B