Letters by company

Sodexo SA

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

Artisan Partners Artisan International Value Fund Quarterly Commentary Artisan International Value Fund is redeploying capital amid limited valuation discounts, retaining cash and seeking to sell securities near fair value. It backs Samsung’s memory and foundry recovery, sees turnaround potential at Philips and Brenntag, and credits Suncor’s operating overhaul while acknowledging early calls on chemicals, Diageo and Sodexo. Q4 2025 ABBNY $163BACGL $34BBNTGF $10B