Chris Kiper, Legion Partners
Legion Partners’ Chris Kiper, Sagar Gupta, Ted White and Susan Xu describe the multiple layers of their activist engagements, the key indicators that they’ve overstayed their welcome, their advice for management when an activist comes calling, and why they see unrecognized value in Primo Water, Garrett Motion, DigitalBridge, Nutanix and Clear Channel.
Stephen Arnold, Aoris Investment Management
Stephen Arnold, Delian Entchev and Alfred Tadros of Aoris Investment Management explain the various ways in which they try to minimize investment disappointment, why they spend so much time assessing companies’ cultures, why they own only 15 stocks at a time, and why they see mispriced value in Accenture, Amphenol, LVMH, Copart and Cintas.
Here's how their proponents have responded to big and rapid share-price gains in Potbelly and Installed Building Products.
What if inflation isn't as firmly in the rear-view mirror as many investors seem to think?
Accenture, Amphenol, Bunge, Cintas, Clear Channel Outdoor, Copart, DigitalBridge, Garrett Motion, Installed Building Products, LVMH, Nutanix, Potbelly, Primo Water
Other Companies in this Issue:
Archer Daniels Midland, Capgemini, Cognizant, Costco, Fastenal, Murphy USA, RB Global, RELX, TE Connectivity, Twilio, UniFirst, VMware