Greensill
GFG
SARRIA News - Greensill
Clearly, H121 has been phenomenal and we are sitting on unlevered 23% net return for the first six months. So naturally, we should throw out a few names where the opportunity now lies behind us and that we no longer consider worth covering - unless you do, that is.
New Names:
Please find our preliminary analysis of Greensill / GFG here.
Back in March, we’ve spent some time spreading out GCUK and certain parts of GFG. However,