LongSSE.LAug 2026
SSE
The fund owns SSE as a utility exposure focused particularly on electricity networks. The managers expect rising power demand and electrification to require sustained investment…
SSE.L
1 published idea on SSE across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Sse: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
The fund owns SSE as a utility exposure focused particularly on electricity networks. The managers expect rising power demand and electrification to require sustained investment…