Letters by company
D'Ieteren Group SA
1 letter discussing SIEVF. Everything written about it on this site is on its ticker page.
- Asset Value Investors Ltd AVI Global Trust AVI Global Trust sold approximately two thirds of Christian Dior after the Arnault family proposed a cash offer, retaining a toehold while criticising the timing against depressed LVMH shares. It established Bio-Rad Labs as a discounted sum-of-the-parts investment, expecting restructuring, potential Sartorius monetisation and activist pressure to narrow the valuation gap. September 2026 CHDRF $84BLVMUY $211BSOAGY $17B