No Place To Hide? Find Shelter In Unilever

Group 1 - Unilever gained more than 10% in 2025 to date on a total return basis, while the S&P 500 lost almost 9% [1] - Unilever represents around 7% of the portfolio weight, making it one of the largest positions for the analyst [1] - The approach taken is mostly value-oriented, focusing on long-term chances or risks rather than short- to mid-term timing indicators [1] Group 2 - The analyst holds a beneficial long position in Unilever shares through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance is not a guarantee of future results and does not provide specific investment recommendations [3]