SAND-SE Sandvik
Sector: Industriais · 1 fundos · 5 cartas
Convicção fund × trimestre
Teses por gestor
Upslope Capital Management, LLC Q1 2026 sair conv. média
Provider sueco de mining, metal-cutting e outros industrial equipment e tools. Saída do Fund por full valuation e tese tendencialmente materializada.
Upslope Capital Management, LLC Q4 2025 manter conv. média
Provider sueco de mining, metal-cutting e other industrial equipment and tools. Dominant share em mining equipment e outsized exposure a gold miners, combined com modest valuation e elevated gold prices, fazem para uma perspectiva estrutural attractive.
Upslope Capital Management, LLC Q3 2025 manter conv. média
Sweden-based provider de mining, metal-cutting e other industrial equipment and tools. Dominant share em mining equipment e outsized exposure a gold miners, combinado com modest valuation e elevated gold prices fazem por perspetiva atractiva.
Upslope Capital Management, LLC Q2 2025 manter conv. média
Sweden-based provider de mining, metal-cutting e industrial equipment/tools. Dominant share em mining equipment e outsized exposure a gold miners, combinado com modest valuation e elevated gold prices, fazem por perspetiva atractiva.
Upslope Capital Management, LLC Q1 2025 manter conv. média
Sweden-based provider de mining, metal-cutting e industrial equipment/tools. Dominant share em mining equipment e outsized exposure a gold miners, combinado com modest valuation e elevated gold prices, fazem perspectivas atractivas. Quality industrial da European Resurgence com protecção parcial a uma trade war.