Letters by company

Kingspan Group plc

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

NS Partners International Equity Strategy Commentary International Equity Strategy Commentary increased financials exposure through purchases of ABN Amro, Alpha Bank and UniCredit, while trimming Caixabank and adding to Mizuho. The strategy initiated Sandoz and Argenx, sold Terumo, reduced AstraZeneca and shifted cyclicals cautiously amid a worsening global liquidity outlook. Q3 2026 AAVMY $39BALBKY $12BARGNF $55B