Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Downing Strategic Micro-Cap has had to call for the tow truck for some of its holdings in the past, but we think the signs are that it is now well placed. Yet DSM trades on a historically wide discount to NAV...
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