Letters by company

Pacific Basin Shipping Limited

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

Seafarer Capital Partners Portfolio Review Seafarer Overseas Value Fund added Ayala Land and Piraeus Bank on discounted asset values, resilient cash flows and strengthening fundamentals, while selling Tata Motors’ commercial-vehicles business after its demerger unlocked breakup value. The portfolio maintained diversification outside AI-heavy benchmarks despite AI-related concentration and geopolitically driven shipping disruption. third quarter 2026 006400 $33B028260 $38BAYAAF $3.5B