Amcor is the world's leading provider of packaging for consumer products
Amcor's recent merger with Bemis has given us the opportunity to buy into this strong franchise at a very attractive price
Jul 15, 2019In our July 1st report we highlighted how the market has increasingly rewarded high quality, “boring” companies with increased valuations in the past twelve months, at the expense of anything with exposure to challenging industry dynamics, regulatory risk or with a geographic focus in China. These boring companies have been favored in the current climate because they combine ...
Jul 1, 2019Our portfolio’s recent volatility has caused us to re-evaluate all positions and adjust the balance of our investments. We’ve decided to focus more of our capital on owning stable, high quality businesses with good growth and reasonable valuations, and we’re adding four companies with these attributes to our portfolio: Adobe, Amcor, Inditex & Union Pacific. Going forward ...