Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 investor letter. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy declined 6.6% (in EUR, unhedged) in the first quarter compared to its benchmark, which fell 5.4%. The underperformance was due to a heavy decline in everything ‘technology’ related, while the consumer staples businesses contributed positively to the strategy’s performance. In addition, you can check the top 5 holdings of the fund...
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