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Fundamental Investment Management
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Last published4 Sep 2026
Companies discussed, last 12 months
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KLSKelsianInitiatedCommentary
DateManagerCompanyActionSummary
4 Sep 2026Fundamental Investment ManagementKLSInitiatedFundamental Investment Management initiated a position in Kelsian Group after the specialist transport and logistics company reported a very solid result. The manager notes the result demonstrated that Kelsian was managing rising fuel costs effectively, and confirmed the business was close to finalising the sale of its non-core tourism assets. The new holding reflects a view that the reported operational performance, combined with progress on simplifying the portfolio through the tourism asset divestment, supported an attractive entry point into the transport and logistics operator.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.