Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

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Analysis of unicorns, and other large, disruptive private companies

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Actionable bottom-up long/short Insights on equities

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Yinson Holdings Berhad is an investment holding company. The Company, through its subsidiaries, provides offshore support services such as trading and logistics to the upstream oil and gas sector. Yinson Holdings' business also includes commodity trading.

A2A S.p.A. is an Italian utility company.  The Company is active in electricity (production, distribution, trading and sales), gas (supply, distribution, trading and sales), district heating, waste (collection, treatment and disposal), integrated water cycle, public lighting and other activities. A2A S.p.A  has a strong presence in the North of Italy.

Enel SpA is a multinational power company and an integrated operator in the electricity and gas sectors, with a special focus on  Europe and Latin America. The company is active in the generation and distribution of energy from conventional and renewable sources. It also offers integrated solutions for electricity and gas products.

Accor SA operates hotel chains and offers human resources, marketing, and expense management services.  The Company operates hotels ranging from budget to upscale worldwide.

Air France-KLM provides air transportation services. The Company operates airlines and offers travel booking, catering, freight transportation, aircraft maintenance, and pilot training services. Air France-KLM serves customers worldwide.

Eramet is a mining and metallurgical group.  The Company refines and produces nickel, manganese, and special steels. Products are used in the iron, steel, aerospace, energy, transport, and engineering industries.  The Company operates plants in New Caledonia, France, Sweden, the United Kingdom, the United States, and Gabon.

Europcar Mobility Group provides passenger mobility vehicles rental services. The Company offers light commercial vehicles rental and sharing, ride hailing, and other mobility solutions. Europcar Mobility Group serves customers globally.

Legrand S.A. specializes in products and systems for electrical installations and information networks.  The company's products are offered for residential, commercial, and industrial use.

Vestas Wind Systems A/S develops, manufactures, and markets wind turbines that generate electricity. The Company installs and maintenance turbines. Vestas Wind Systems serves customers worldwide.

Ampol Limited provides petroleum products. The Company offers petrol and convenience network as well as refining, importing, and marketing fuels and lubricants. Ampol serves defence, mining, transport, marine, agriculture, aviation, and other commercial sectors in Australia.

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Leaf & Ledger Limited

Formed in 2024, Leaf & Ledger is a European advisory and research firm serving institutional investors and managers. We focus on real assets and private markets, with public-market read-throughs where material. Our work emphasises valuation signals, market structure, and execution topics that translate technical assessment into underwriting and strategy.

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