Letters by company

Frasers Group plc

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

East 72 Quarterly Report #15: Period to 30 September 2026 Dynasty Trust sold MFF Capital Investments, Viel et Cie and Frasers Group on valuation and acquisition concerns, then added Vopak, Exor, Carlsberg, Heineken and Prada. The portfolio argues that Bolloré should simplify its holding structure and sees Lagardère’s travel retail and publishing cash flows as materially undervalued. Period to 30 September 2026 BOIVF $12BAVOL $8.3BCABGY $14B