Rothschild & Co Asset Management, an investment management company, released its "LongRun Equity Strategy" third-quarter 2025 investor letter. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy returned +3.9% (in EUR, unhedged) in the third quarter, underperforming its benchmark’s 7.5% return. Since its inception, the strategy has delivered an annualized return of 10% compared to 11% for the global equities. The firm’s selection of highly profitable quality companies was not rewarded by the market, which instead focused on...
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