What smart money is saying about Haleon plc
2 funds in our archive have pitched Haleon plc — most recently Guinness Global Equity Income in December 2025.
Haleon plc engages in the research and development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. The company provides therapeutic oral health, pain relief, respiratory health, digestive health, and other products, as well as vitamins, minerals, and supplements. Its portfolio of brands include Panadol, Voltaren, Advil, Otrivin, Theraflu, Sensodyne, Polident, parodontax, and Centrum. The company was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. Haleon plc was incorporated in 2021 and is headquartered in Brentford, the United Kingdom.
Fund coverage · 2 theses
- Guinness Global Equity IncomeDecember 2025
Haleon plc is a leading consumer health company with strong brands, pricing power, cash generation and structural growth drivers across categories and geographies.
Read the full thesis - Guinness Global Equity IncomeMarch 2025
Haleon is an attractive investment due to its leading market position in consumer health products, strong brand portfolio, robust cash flow, and favorable growth prospects in both developed and emerging markets.
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