Aksiya tahlili uchun eng kuchli vositalarga ega bo'ling

Games Workshop is a vertically integrated fandom platform, not just a miniatures manufacturer, with strong core business fundamentals. Core revenue grew 10.9% YoY to £626.8M, with operating profit margin rising to 39.1%, supporting a Buy rating despite licensing volatility. The Warhammer 40,000 new edition and expanded production capacity underpin multi-year growth, while localization offers further upside.

During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson. In addition to Lattice Semiconductor and Babcock, we added to Games Workshop Group, Tradeweb Markets and Teledyne Technologies during the quarter. In addition to ROBLOX, we ended our investment campaigns in Colliers International and MongoDB.