A look at Telecom Italia

At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers. 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, it’s a good time to examine our investment case.

Disclosure: Peters MacGregor Capital Management Limited holds a financial interest in Telecom Italia through various mandates where it acts as investment manager.

Leave a Reply

Your email address will not be published. Required fields are marked *