Upslope capital
Upslope Capital Management
Dec 2024 → Dec 2024
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 Upslope capital for every strategy.
Its investment theses
- Charles RiverDec 2024Charles River’s strong market position and improving fundamentals suggest potential upside as the biotech cycle turns
- QinetiQDec 2024QinetiQ is a high-quality UK defense company well-positioned to benefit from increased UK and European defense spending, with a strong financial model and undervalued shares.
- VF CorpDec 2024V.F. Corp's new leadership and financial improvements signal early but promising signs of a turnaround