Letters by company

Yum Brands INC

2 letters discussing YUM. Everything written about it on this site is on its ticker page.

Sustainable Growth Advisers U.S. Large Cap Growth Commentary SGA initiated Eaton, Quanta Services, TSMC and TJX after July volatility, funding the moves partly by liquidating Nike and adding to Alphabet, Ecolab and Nvidia. The portfolio favors AI infrastructure businesses with recurring demand and durable competitive positions while warning that leverage, financing constraints and power bottlenecks could undermine crowded capex trades. Quarter 3 2026 COO $12BCRM $200BETN $144B
Sustainable Growth Advisers U.S. Large Cap Growth Commentary - Q3 2026 The SGA U.S. Large Cap Growth Portfolio used July volatility to initiate Eaton, Quanta Services, TSMC and TJX, while liquidating Nike. Microsoft, Nvidia and Salesforce led attribution, while Yum! Brands, Waste Management and Cooper Companies detracted; SGA argues that portfolio revenue and earnings compounding and relative valuation remain attractive. Q3 2026 —