Letters by company

Vallourec SA

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

PM Capital Quarterly Report | March 2026 PM Capital increased global equity exposure after March's sell-off, adding to Apollo and Northern Star Resources, re-entering Walt Disney, and trimming IMI and Siemens as valuations met targets. Its Australian strategy added Centuria Industrial REIT and Capstone Copper, while the Enhanced Yield Fund shifted further into fixed-rate bonds and bought Telstra and SA Power debt. March 2026 Quarterly APO $72BBHP $209BCFIGF $5.6B