Letters by company

Lloyds Banking Group plc

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

Oldfield Partners Overstone World All Cap Equity Fund 2Q 2025 Commentary Overstone World All Cap Equity Fund benefited from value reratings in SK Inc, Lloyds Banking Group and Aberdeen Group, while Toyota Industries received an inadequate intra-group bid. The fund added Ayala Corporation for its asset-value discount and Trainline following profit growth and buybacks, judging proposed UK rail-ticketing competition to be distant and uncertain. 2Q 2025 AYYLF $5.2BESYJY $5.2BLYG $78B