After a poor start to life, Menhaden seems to be rapidly on the path to recovery. Having had a new management team at the helm since April 2016, the team are now making good ground towards recovering the previous underperformance. The team’s philosophy is very much valuation led, and they aim to identify durable companies with strong pricing power and very high barriers to entry. The portfolio is highly concentrated, and the team aim to remain invested for the long term. One of the overarching ....
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Menhaden - Overview
- Published:
06 Nov 2019 -
Author:
William Heathcoat Amory -
Pages:
7
After a poor start to life, Menhaden seems to be rapidly on the path to recovery. Having had a new management team at the helm since April 2016, the team are now making good ground towards recovering the previous underperformance. The team’s philosophy is very much valuation led, and they aim to identify durable companies with strong pricing power and very high barriers to entry. The portfolio is highly concentrated, and the team aim to remain invested for the long term. One of the overarching ....