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European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…following the UK-EU vote. Yet as Xavier Le Mene notes, this has largely been because they have gained market share from Asda and investors have bought into their new management plans. However, Xavier see limited upside potential for either next year and there is a risk that Asda...

Underweight Retail
document IMAGES-003-HOUSE_OVERSIGHT_014490.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…following the UK-EU vote. Yet as Xavier Le Mene notes, this has largely been because they have gained market share from Asda and investors have bought into their new management plans. However, Xavier see limited upside potential for either next year and there is a risk that Asda...

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document IMAGES-002-HOUSE_OVERSIGHT_014223.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…602 Ot {d} aejuneys 6910 29 of S,290Ned) BAUBL SEPE O8 EmmnNinen Pd pusl BOL es favs d (d) Buueveyy seg) aequney Asda t LAN OY E > Ey ganas Br S ee eee re §,aA0] aqeg LBW 99SB PS2- SQQ0H HOSS SBOb SE (d) ezimeigy Aueytl 01 62-022~ Bezels) Aueiitt pL69-9L 7 BipPig...