Menhaden (MHN) invests in businesses that benefit from the efficient use of energy and resources. The managers see this as a long-lasting secular growth theme, which enables their companies to outperform. With its closed-end structure, MHN can afford to be highly concentrated (only 14 holdings), and invests in both private and public markets. The team aim to identify companies which have the opposite characteristics of ‘commoditised businesses’, exhibiting strong pricing power and high barriers ....
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Menhaden - Overview
- Published:
25 Jun 2020 -
Author:
William Heathcoat Amory -
Pages:
8
Menhaden (MHN) invests in businesses that benefit from the efficient use of energy and resources. The managers see this as a long-lasting secular growth theme, which enables their companies to outperform. With its closed-end structure, MHN can afford to be highly concentrated (only 14 holdings), and invests in both private and public markets. The team aim to identify companies which have the opposite characteristics of ‘commoditised businesses’, exhibiting strong pricing power and high barriers ....