Royal London Asset Management
Royal London Global Equity Transitions Fund
Global
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis 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 Royal London Asset Management for every strategy.
What it bought and sold
We recently started a position in Sylvamo, which we classify as a Turnaround opportunity.
We recycled the proceeds into Eli Lilly and the Italian utility player Hera, where we see greater resilience in cash flows and greater opportunities to grow these into the future.
We recycled the proceeds into Eli Lilly and the Italian utility player Hera, where we see greater resilience in cash flows and greater opportunities to grow these into the future.
In terms of activity, we exited our position in Wolters Kluwer in November due to concerns around AI disruption.