Katko Fund newsletter

2026

FEBRUARY - RELX & AI AUTONOMY FRAMEWORK
MarCH - Partners Group & Luxury market in China
APril - Inditex
MaY - M&A REVIEW (Puig Brands & Kone)
JuNE - ASML update
JuLY - ASML & INDITEX & RELX

2025

MARCH - Safran & Dassault Systèmes
APRIL - BKNG HOLDINGS & CHINE 
MAY - AI ADOPTION
JuNE - Accenture 
JuLY - Novo Nordisk
AUGUST - ASML
SeptembER - Marsh MCLENNAN
OctobER - Puig & INTERVIEW KATKO CAPITAL
NovembER - Inditex