From time to time, an analysis of the many hedge fund letters we receive reveals some very interesting themes from one fund to another. Of course, the reopening theme was big after the COVID-19 pandemic, and there's one name from that era that's worth a closer look today.
Overview of Jet2
Jet2 (LON:JET2) is the largest package holiday provider in the U.K. and the nation's third-largest airline. This year, it's been mentioned in commentary by Vanshap Capital and Artisan Partners, although a bigger picture emerges if we look further back.
We first started seeing Jet2 pop up in a lot of hedge fund letters toward the end of the pandemic and the beginning of the post-pandemic era. Let's take a...
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