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Added to YB: 2024-05-21

Pitch date: 2024-03-31

BAER.SW [bullish]

Julius Bär Gruppe AG

+27.91%

current return

Author Info

No bio for this author

Company Info

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Market Cap

CHF 11.7B

Pitch Price

CHF 47.17

Price Target

N/A

Dividend

4.53%

EV/EBITDA

N/A

P/E

11.54

EV/Sales

N/A

Sector

Capital Markets

Category

value

Show full summary:
Diamond Hill International Fund New Position: Julius Bär Gruppe AG

BAER.SW: Swiss pure-play wealth manager & private bank. Capital-light model enables high returns on regulatory capital & excess capital for M&A or shareholder returns via dividends & buybacks. Shares pressured on one-off credit concerns, providing attractive entry point in Q1.

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