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A Look At Telecom Italia

Peters MacGregor
Peters MacGregor
Peters MacGregor

Peters MacGregor

Based in Sydney, Australia, and founded in 1999, Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Clients range from family offices and high net worth investors through to self-managed super funds and financial advisers. Q: What's your investment philosophy? We proudly set ourselves apart buying great businesses when their share prices are under pressure for temporary reasons. It requires patience to wait for the great opportunities, a long-term view to wait for the market to recognise the value we’ve found, and a repeatable process that identifies value and reduces risk in all kinds of markets.
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At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers and we think we’ve found one in Telecom Italia (BIT: TIT).

We currently have positions in Europe, the United States, Latin America and South Korea; making the growing use of fast internet speeds a core theme in our portfolio.

Given the recent news of activist investor Elliott Advisers taking a stake in a recent purchase of ours, Telecom Italia, we think it’s a good time to examine our investment case.

In this video, our Chief Investment Officer, Wayne Peters, offers some boots-on-the-ground insights and analysis of this current portfolio holding.

 

Get more insights from Peters MacGregor.

 

Disclosure: Peters MacGregor Capital Management Limited holds a financial interest in Telecom Italia through various mandates where it acts as investment manager. Peters MacGregor Capital Management Limited does not have a financial interest in Amazon Inc. This article contains general investment advice only (issued under AFSL 225984). This article has been prepared without

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The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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