Kurt Kara: Why we bought LVMH for the portfolio Borsgade November 19, 2023 Kurt Kara and the team provide an update on the macroeconomic situation in the US and unveil a new position for the portfolio.
Poland Capital: There are excellent companies for sale outside the US at interesting prices Borsgade June 26, 2023 In their latest white paper, Polen Capital zooms in on investing in global companies. Here they specifically look at Dutch ASML, French LVMH, Argentinian Mercado Libre and Australian CSL Plasma.