Letters by company

Unibail-Rodamco-Westfield SE

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

Fairtree Asset Management Fairtree Global Listed Real Estate Fund Q3 2026 commentary Fairtree Global Listed Real Estate Fund reduced its US underweight, moved Australia and Singapore to neutral, and cut overweight positions in the UK, EU and Hong Kong as relative valuations and operating conditions shifted. It retained conviction in industrial, healthcare and Hong Kong property, exited Unibail, and favoured businesses with strong balance sheets and capital management. Q3 2026 —