Letters by company
Relx PLC
6 letters discussing RELX. Everything written about it on this site is on its ticker page.
- Fiduciary Management Q3 2026 Investment Strategy Outlook Fiduciary Management argues that AI enthusiasm has concentrated market leadership and indiscriminately punished businesses perceived as vulnerable to disruption. It built positions in Jack Henry, CDW, and RELX, contending that their entrenched customer relationships, proprietary data, and AI-enabled products make the selloffs unjustified. Q3 2026 CDW $19BJKHY $11BRELX $64B
- Artisan Partners Artisan International Fund Quarterly Commentary Artisan International Fund added to defense and electrification themes, building positions in CSG, Fujikura and Sun Hung Kai Properties while trimming insurance holdings and exiting RELX over AI disintermediation risk. LS Electric, National Grid, LIG Nex1 and Hanwha Aerospace benefited from power-infrastructure demand and higher defense spending, while BFF Bank and UBS faced company-specific pressures. Q1 2026 010120 $20B012450 $34B079550 $9.5B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added to Linde, Shopify, Amazon, Woodward and Spotify while opening positions in Edwards Lifesciences, Eli Lilly and Roblox. It exited Netflix, Snowflake and RELX as AI disruption, later-cycle risk or weaker conviction altered the opportunity set, while favoring AI infrastructure, health care and aerospace and defense. Q1 2026 AMZN $2.7TEW $50BGEV $251B
- Guinness Global Investors Guinness Global Equity Income Investment Commentary – October 2026 Guinness Global Equity Income replaced Aflac with Nvidia, citing Aflac’s softer underlying growth and Nvidia’s AI-compute position, cash generation and dividend-growth potential. The portfolio retained its quality-income focus while assessing hyperscaler financing commitments, rising bond yields and the potential disruption from Meta’s Muse AI agent. third quarter of 2026 ABBNY $170BAFL $59BCME $103B
- Lindsell Train Limited UK Equity Fund Monthly Report | Factsheet Rightmove’s resilient consumer engagement and proprietary property data support the view that AI strengthens rather than disintermediates its platform. Sage and London Stock Exchange Group similarly showed how proprietary data and AI tools can support growth, prompting two small new positions in data-rich businesses. July 2026 RMVEY $3.7BLDNXF $54B
- The London Company Market Observations & Portfolio Commentary International Equity – 2Q2026 vs MSCI EAFE The International Equity portfolio retained its quality-and-valuation discipline amid volatile markets, arguing that durable cash flows, pricing power and strong balance sheets should benefit as financial conditions tighten. It exited Burford Capital after its Argentina appeal loss, added to RELX and Willis Towers Watson, and maintained conviction in Taiwan Semiconductor, ICON, InterContinental Hotels, Nintendo and BAE Systems. 2Q2026 BAESY $79BICLR $13BIHG $25B
