Ganes
Our archive holds 5 letters from Ganes, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 3
- March 2026
Lovisa Holdings Limited is expanding internationally with strong revenue and profit growth while investor concerns over Jewells losses may be short-term, supported by founders' track record and insider buying.
Read the full thesis - March 2026
AUB Group Limited reported profit and dividend growth, benefits from complex-risk brokerage and a high-margin Bizcover platform, continues UK acquisitions, and appears undervalued after AI-driven fears.
Read the full thesis - June 2025
Fiducian Group is a successful capital-light financial services business with a strong organic growth model, significant profit increases, and a long track record of shareholder value, highlighted by a recent 26% profit rise and a 20% dividend increase.
Read the full thesis
Letter archive · 5
2025
2024
Funds · 2
- Ganes Focused Value Fund4
- Ganes1
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