Letters by company

Teleperformance SE

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

Polaris Capital Management First Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold Methanex after it reached its valuation target, exited Capgemini as the outsourcing thesis weakened, and initiated Ryanair after an oil-driven selloff. The portfolio favors international diversification, financial holdings that benefit from higher rates, and quality companies trading at dislocated valuations. FIRST QUARTER 2026 +5.1% MEOH $4.5BRYAAY $29BBABA $290BBABWF $26B