BOL · Media & games
Bolloré
Owns big stakes in Canal+, Havas, Vivendi and Universal Music.
What the manager says
In short: French holding company trading below half its asset value; its biggest asset is a Universal Music stake.
The numbers
The fund’s letter names this company but doesn’t say how much of the fund is in it.
This fund doesn’t file the government report, so share counts aren’t public.