Letters by company

SMG Swiss Marketplace Group AG/ADR

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

GCQ Funds Management Investor Letter GCQ Flagship Fund attributes its decline to multiple compression and currency headwinds despite continued earnings growth across its asset-light holdings. The portfolio exited Alphabet and Netflix, reduced Richemont, repurchased FICO, S&P Global and Microsoft, and added Intuit, Verisk Analytics and Swiss Marketplace Group while tightening small-cap position limits after its Hemnet mistake. year to 30 June 2026 HMNTY $670M