Macquarie
Macquarie Value Fund
Value
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Macquarie for every strategy.
Its investment theses
- CDW Corp.Mar 2025CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending, AI adoption, and a strong capital allocation program amid a favorable valuation.
- Charles Schwab Corp.Mar 2025Charles Schwab Corp. is a leading wealth and asset management firm facing interim challenges but poised for recovery and margin improvements following strategic adjustments and cost management efforts.
- CSX Corp.Mar 2025CSX Corp. is a well-positioned North American railroad operator with attractive valuations, operational efficiencies from precision scheduled railroading, and strong cash flow attributes, despite facing challenges from a declining coal market and competition.