LongBORRAug 2026
Borr Drilling Limited
Borr Drilling was one of the main positions added to Azvalor International SICAV during the first half of 2026. The fund follows a value-oriented process and reported a 12%…
Azvalor Asset Management, SGIIC, S.A.
Fundamental long-term value investing focused on deeply undervalued businesses, with active rotation from appreciated holdings into new ideas offering higher upside.2 published ideas
Azvalor Asset Management applies a value-investing process built around fundamental research, patience and buying businesses the market undervalues. The manager actively trims or exits positions as value is realised and recycles capital into new ideas to maintain portfolio upside. The letter reports approximately EUR 4.8 billion of assets under management across the firm.
Ideas from Azvalor Asset Management, SGIIC, S.A.
LongYCA.LAug 2026
Yellow Cake plc
Yellow Cake was one of the main positions added to Azvalor International SICAV during the first half of 2026. The vehicle follows a value-oriented approach drawing from Azvalor…
Letters covered
- Half-Yearly Letter 1H 2026August 3, 2026
Source PDFs are not republished here; only extracted ideas and quotes.