Rothschild & Co
Rothschild & Co LongRun Equity
Sep 2025 → Jun 2026
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years · follow all of Rothschild & Co for every strategy.
Performance
as of Jun 30, 2026 · EUR · SI A EUR Unhedged
- YTD−3.7%index +14.3%
- Inception · /yr+8.9%index +12.0%
Index: MSCI AC World NR
| YTD | Since inceptionper year | |
|---|---|---|
| Rothschild & Co LongRun Equity | −3.7% | +8.9% |
| MSCI AC World NR | +14.3% | +12.0% |
Calendar years
- 2025−3.6%index +7.9%
- 2024+12.3%index +25.3%
- 2023+21.2%index +18.1%
- 2022−18.5%index −13.0%
- 2021+30.4%index +27.5%
- 2020+10.4%index +6.7%
- 2019+34.8%index +28.9%
- 2018+1.1%index −4.8%
- 2017+10.0%index +8.9%
- 2016+5.8%index +11.1%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We added two new positions during the quarter: Amphenol, the investment case of which is outlined later in this report, and Nvidia.
We added two new positions during the quarter: Amphenol, the investment case of which is outlined later in this report, and Nvidia.
Also held
Its investment theses
- AmphenolJun 2026Amphenol sells mission-critical interconnect products, benefits from a durable designed-in moat and entrepreneurial culture, and should compound through AI-driven and secular growth.
- NvidiaJun 2026Nvidia has a stable installed base, high switching costs through CUDA, and superior power-efficient architecture, making it a stronger go-to platform.
- AmazonSep 2025Amazon is an undervalued quality company with untapped potential in generative AI and attractive growth prospects in retail driven by logistics investments and an expanding Prime membership.
- Cadence Design SystemsSep 2025Cadence Design Systems is a market leader in Electronic Design Automation software, essential for designing complex semiconductor chips that power modern technology, with strong growth prospects driven by AI adoption and increasing chip complexity.
- SynopsysSep 2025Synopsys is a leading chip design company with a strong foundation for long-term growth, despite near-term challenges in its Intellectual Property business.