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Vulcan Value Partners Q4 2025 Letter

Portfolio Review All of our strategies had positive returns for the year. These results are detailed in the table below.

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Saudi Arabia set to launch multibillion-dollar sports investment group

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TGIF: Thank God It’s (Payday Every) Friday (NYSEARCA:TGIF)

Due to reader demand I’ve decided to enhance our ETF coverage at iREIT© on Alpha,

David Adjaye steps back from various roles over sexual misconduct allegations

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Advance Auto Parts: Better Safe Than Sorry (NYSE:AAP)

Advance Auto Parts Stock Analysis Thesis Data by YCharts In difficult times, it is always

Japan Airlines gives tourists chance to reduce baggage by renting clothes

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Stellantis: Best Investments Are Stocks Everyone Underappreciates (NYSE:STLA)

The following segment was excerpted from this fund letter. Stellantis N.V. The best investments are

Global regulators recommend exit fees for property funds

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TIP: Priced For 8% Annual Returns With Limited Downside Risk

The real yield to maturity on the iShares TIPS Bond ETF (NYSEARCA:NYSEARCA:TIP) has risen to

Israeli jets strike Hamas targets in Gaza after rocket attacks

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Air Products and Chemicals’ Trifecta – Growth, Yield, Aristocracy (NYSE:APD)

Introduction It's time to dive into Air Products and Chemicals (NYSE:APD), one of my favorite

South Korea allows new bank entrants for first time in 30 years

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EXG: Great Global Equity Buy-Write CEF, 8.4% Yield (NYSE:EXG)

Thesis We recently covered the John Hancock Hedged Equity & Income Fund (HEQ), which we

CVC raises $800mn loan fund in sign of thaw for corporate borrowers

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ANI Pharmaceuticals Stock: Undervalued When Considering Their Unadvertised Pipeline (ANIP)

ANI Pharmaceuticals, Inc. (NASDAQ:ANIP) is a diversified bio-pharmaceutical company serving patients in need by developing,

Emmanuel Macron walks tightrope with French police after teenager’s death

French president Emmanuel Macron went to a Paris police station on Tuesday night to thank