LongMC.PAJun 2026
LVMH Moet Hennessy Louis Vuitton SE
Ruffer increased its position in LVMH during June. The fund sees the global luxury group as a beneficiary of a wealth effect generated by AI-related export profits in Asia. The…
WS Ruffer Absolute Return Fund / Ruffer LLP
Global multi-asset absolute return strategy focused on capital preservation, combining growth assets with conventional and unconventional protection.$2.4B AUM1 published idea
WS Ruffer Absolute Return Fund seeks positive returns across market conditions while placing capital preservation at the center of portfolio construction. Ruffer implements a single global multi-asset strategy using equities, government bonds, inflation-linked securities, currencies, commodities and derivative protection.
Ideas from WS Ruffer Absolute Return Fund / Ruffer LLP
Letters covered
- WS Ruffer Absolute Return Fund - June 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.