
What smart money is saying about Sylvamo Corp
2 funds in our archive have pitched Sylvamo Corp — most recently Alluvial Capital in December 2025.
Sylvamo Corporation produces and supplies printing paper in Latin America, Europe, and North America. The company offers uncoated freesheet for paper products, such as cutsize and offset paper; and markets pulp, aseptic, and liquid packaging board, as well as coated unbleached kraft papers. It also produces hardwood pulp, including bleached hardwood kraft and bleached eucalyptus kraft; bleached softwood kraft; and bleached chemi-thermomechanical pulp. The company distributes its products through a variety of channels, including merchants and distributors, office product suppliers, e-commerce, retailers, and dealers. It also sells directly to converters that produce envelopes, forms, and other related products. The company was founded in 1898 and is headquartered in Memphis, Tennessee.
Fund coverage · 2 theses
- Alluvial CapitalDecember 2025
Sylvamo Corp is a leading freesheet paper producer with near-term headwinds investing for capacity and expecting FCF recovery, with a potential strategic transaction as a catalyst.
Read the full thesis - Royal London Global Equity Transitions FundDecember 2025
Sylvamo Corporation is a turnaround paper producer gaining share via scale with favorable supply-demand and durable free cash flow, while improving climate metrics.
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