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
4 published ideas on SSE across 2 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on SSE: the full 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…
The fund increased its SSE position after weakness in the share price caused by higher bond yields. The managers viewed that decline as an attractive opportunity to gain exposure…
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…
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…