Andrew Brown | Substack
Andrew Brown
I manage Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. The controllers are mainly families or individuals but sometimes management, another corporate or a group of affiliated individuals.
Launched 22 days ago
Andrew Brown
Bolloré: Tuesday is €4.2bn D-Day
Frasers Group PLC: different = discount
Vincent et ses fils : armés et dangereux ou simples jeux avec de vieux jouets?
Thoughts on Universal Music Group
I have no beneficial interest in UMG (UMG.AS) - I much prefer to hold via Bolloré and Compagnie de L’Odet. Because with the inherent discounts in those structures, my effective entry to UMG comes at a more reasonable price.
E72 Dynasty Trust May 2026
Performance and Top 10 holdings
Dynasty Trust 31 March 2026 Quarterly
Virtu Financial