National Express/Stagecoach Merger – Effect on Columbus fund

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National Express, the international transport company, announced on Tuesday 21st September, that they are in merger discussions, in all-share deal, with UK public transport…

Global Dominion Access – Holding Update

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Price €4.50 Market Cap €730m PE FY2022 14x EV €664m EV:Sales 0.54x DY 0.5% EBITDA Margin 9.2%   Conclusion Having initially purchased our position in DOM at the IPO in 2016 for a price…

Report August 2021

During August the Pareturn Columbus European MidCap Equity Fund rose by 3.23%, surpassing the 1.99% return of the STOXX 600 index. Over the past six months the Fund has risen by 18.7%, and by 33.2% over the past 12 months. Since inception in…

ZOOPLUS agrees €3bn private equity takeover – Effect on Columbus fund

On Friday last week (13th August) our position in Zooplus, the German online pet supplies retailer, soared by 40% to €390 per share on news that management had agreed a €3bn all-cash takeover bid by US Private Equity group Hellman &…

Interpump SpA – Holding Update

  Price €52.70 Market Cap €4.8bn PE FY2022 25.2x EV €5.0bn EV:Sales 3.5x DY 0.6% EBITDA Margin 23%   A COLUMBUS TOP 5 HOLDING Both Pedro and I have known Interpump for well over…
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Report July 2021

During July the Pareturn Columbus European MidCap Equity Fund rose by 5.93%, well above the 1.96% return of the benchmark STOXX 600 index. Over the past six months the Fund has risen by 17.8%, and by 39.8% over the past 12 months. Since inception…

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