LongSTEMAug 2026
SThree plc
SThree benefited from a recovery in investor appetite for staffing and recruitment exposure during August. The fund also highlighted supportive capital returns, with the company…
STEM
1 published idea on SThree plc 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 SThree: 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.
SThree benefited from a recovery in investor appetite for staffing and recruitment exposure during August. The fund also highlighted supportive capital returns, with the company…