Bestinfond's Strategic Moves: A Deep Dive into the Q4 Portfolio Adjustments

Published on 4 Feb 2024 on GuruFocus.com via Yahoo Finance

Bestinfond's Strategic Moves: A Deep Dive into the Q4 Portfolio Adjustments

Highlighting Bayer AG's Exit and Major Position Changes

Bestinfond (Trades, Portfolio), known for its value investment strategy, has revealed its fourth quarter moves of 2023, showcasing a series of calculated adjustments in its global equity portfolio. The fund, which was previously managed by the esteemed Francisco Garcia Parames (Trades, Portfolio), continues to focus on European companies, seeking out businesses with sustainable competitive advantages and strong management teams. Bestinfond (Trades, Portfolio)'s approach is patient and disciplined, aiming to purchase stakes at prices well below their intrinsic value for long-term gains.

Warning! GuruFocus has detected 9 Warning Signs with XKRX:005930.

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Bestinfond's Strategic Moves: A Deep Dive into the Q4 Portfolio Adjustments

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