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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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Is the US about to screw SWFs?

Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the

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US economy undershoots expectations with 151,000 jobs created in February

The US economy created 151,000 jobs in February, falling short of expectations, as concerns deepen

Euro on course for best week since 2009

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Kimco Realty: Stock Up On This Grocery-Anchored Bargain (NYSE:KIM)

This article was written byFollowI am Gen Alpha. I have more than 14 years of

Trump nominee unites right and left with tough antitrust view

Among the loyalists selected by Donald Trump to staff his second administration, Gail Slater stands

SpaceX Starship rocket explodes minutes after launch

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Eurostar trains between Paris and London suspended after WW2 bomb found near tracks

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

The secret history of Syria’s new leader, Ahmed al-Sharaa

More than a decade had passed since Ahmed al-Sharaa squeezed into the narrow lift that

What a Mar-a-Lago accord could look like

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Meta accelerates voice-powered AI push

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Dubai property rally closes in on pre-2008 record

Dubai’s property market is racing towards a record bull run, with the Middle Eastern commercial

Keir Starmer makes fresh diplomatic push for Ukraine peace plan

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

EU puts on show of solidarity with Volodymyr Zelenskyy after clash with Donald Trump

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Private equity group Sycamore to take Walgreens private in $10bn deal

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Donald Trump restrains Doge as concern mounts over scale of job losses

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Former Wall Street rainmaker leads purge of US chips subsidies agency

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories