(07/11/25) Most Positions Fell Slightly, with Two New Additions
This week, two new companies joined our portfolio: Getty and Shutterstock, both…
(31/10/2025) Indra Delivers a Solid Quarter; Zalando Now Must Prove Its Place
This week two of our portfolio companies — Bank Pekao and Indra…
Cross Border Banking M&A Is Not Dead, It Is Being Done Quietly
The failed hostile takeover attempt by BBVA on Banco Sabadell has confirmed…
Bank Pekao Gains on Strong 2Q, Political Risk Looms Over PZU Deal
Poland’s second-largest bank, Pekao presented positive 2Q results with a 13% increase…
PZU–Pekao Deal Signals De Facto Control of Alior Bank
PZU SA and Bank Pekao SA have announced plans to merge and…