Night Watch
Night Watch Global Value Strategy
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Night Watch for every strategy.
What it bought and sold
We also benefited from two companies that got acquired: Distribution Solutions Group (DSGR) and the Japanese Leopalace21 (8848 JP).
For those reasons, we have built meaningful positions in two European distributors of specialty chemicals: Azelis (AZE BB) and IMCD (IMCD NA).
We also benefited from two companies that got acquired: Distribution Solutions Group (DSGR) and the Japanese Leopalace21 (8848 JP).
For those reasons, we have built meaningful positions in two European distributors of specialty chemicals: Azelis (AZE BB) and IMCD (IMCD NA).