LongASMLJun 2026
ASML
LongRun considers ASML one of the best-positioned businesses within the AI ecosystem because its semiconductor manufacturing equipment is both mission-critical and unique…
LongRun Equity Fund / Rothschild & Co Investment Managers
Concentrated long-term global equity strategy focused on high-quality companies with durable competitive advantages, strong returns on capital, pricing power and the ability to compound earnings.4 published ideas
LongRun Equity Fund invests as a long-term business owner in a concentrated portfolio of high-quality companies. The strategy emphasizes durable competitive advantages, high returns on invested capital, strong management teams and disciplined capital allocation. It seeks businesses capable of compounding earnings over long periods while limiting exposure to external factors that could cause permanent capital loss.
Ideas from LongRun Equity Fund / Rothschild & Co Investment Managers
Long0700.HKJun 2026
Tencent
LongRun believes Tencent is well positioned to benefit from AI because its businesses provide platforms through which AI can be implemented and monetised. The manager believes…
LongNVDAJun 2026
Nvidia
LongRun initiated a position in Nvidia during the quarter because it believes the company's fundamental profile has strengthened while its valuation has de-rated. Nvidia now…
LongAPHJun 2026
Amphenol
LongRun purchased Amphenol because it combines mission-critical products with durable switching costs, pricing power and an entrepreneurial operating culture. Its connectors…
Letters covered
- LongRun Equity Quarterly Letter - July 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.