Letters by company

Sampo OYJ

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

Protean Funds Imagine Sisyphus Happy Protean Select reduced position sizes and gross and net exposure after several core holdings moved against it despite what it views as intact fundamentals. The firm argues that Nordic small-cap selling has created a flow-driven dislocation, while defending Getinge, EQT, Tryg and Sampo and retaining a strategic small- and mid-cap bias. January 2026 GNGBY $6.8BMSON-A $153MSAXPF $26B