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Investment Ideas

DXC Technology: Undervalued Margin Growth Opportunity

Formed through the merger of CSC and HPE Enterprise Services in March 2017, DXC Technology aims to be the world’s leading independent, end-to-end IT services company by partnering with companies to develop world-class digital offerings that enable technology driven business transformation. The new company has a highly diversified customer base across public and private sectors...
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Adient: An Undervalued Niche Growth Opportunity

Adient is the largest global automotive seating supplier, supplying seating globally to all the major automakers. The company has a 34% market share of the global automotive seating market and a 45% market share in China through its strategic joint ventures in the region. Adient is the market leader across all major seating components and...
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Manitowoc Food Service: An Exciting Earnings Growth Opportunity

Manitowoc Food Service is a leading foodservice equipment manufacturer and supplier of a portfolio of hot and cold products across ice-making, cooking, preparation and beverage dispensing. The firm strives to have the No. 1 or No. 2 market share in every segment it operates in. The company has a diversified customer base across restaurants, fast-food,...
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HERC Holdings: Undervalued Spin-Off Opportunity in the Growing North American Equipment Rental Market.

Founded in 1965, Hertz Equipment Rental Corporation (“Herc Holdings”) is a leading equipment rental company in North America operating a diversified fleet of equipment with a total Original Equipment Cost (OEC) of $3.5 billion. The company serves a broad range of customers across the construction, industrial, governmental, agricultural and entertainment sectors. Herc Holdings was separated...
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