Rothschild & Co
Rothshild&Co LongRun Equity
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Rothschild & Co for every strategy.
What it bought and sold
In the first quarter we made two new investments, building positions in semiconductor design software provider Cadence Design Systems and leading aerospace company General Electric Aerospace.
In this section, we would like to dive deeper into one of our recent purchases, MSCI, whose business it is to ‘help clients build better portfolios’.
In the first quarter we made two new investments, building positions in semiconductor design software provider Cadence Design Systems and leading aerospace company General Electric Aerospace.