Charmingly Eccentric Investment Moves

Adding New Longs

During the early August market dip, we made some exciting investment moves by adding new long positions in CME Group, CompoSecure, and Mitsubishi Heavy Industries. Each of these companies caught our attention for different reasons, but all share the common thread of strong potential for growth and profitability in their respective markets.

CME Group

We were particularly drawn to CME Group for its undervalued status and monopoly-like position in the derivatives markets. The company has shown resilience against new competition and continues to dominate its sector with a solid track record of financial performance. We see great potential for CME Group to continue its growth trajectory and deliver strong returns for investors.

CompoSecure

CompoSecure recently underwent a transformative transaction with David Cote, which has enhanced its financial structure and strategic direction. Despite prior stigma surrounding SPAC deals, we believe that CompoSecure is now in a strong position for growth and success. The company’s shares are attractive at their current valuation, and we see great potential for CompoSecure to deliver value to shareholders.

Exiting and Reducing Positions

As part of our investment strategy, we also made the decision to exit our position in Finning and reduce our holdings in Garmin and Kongsberg. We took these actions due to full valuations and the need to reallocate our capital to more promising opportunities. While these companies have served us well in the past, we believe it is important to stay proactive and make adjustments to our portfolio when necessary.

How This Will Affect You

As an investor, these investment moves could have a direct impact on your portfolio. By adding new long positions in companies like CME Group and CompoSecure, you may see potential for growth and increased returns on your investments. On the other hand, exiting positions in companies like Finning may require you to reassess your investment strategy and reallocate your capital accordingly.

How This Will Affect the World

From a broader perspective, the success of companies like CME Group and CompoSecure could have a positive ripple effect on the global economy. These companies play key roles in their respective markets and have the potential to drive innovation, create jobs, and contribute to economic growth. By making strategic investment moves, we aim to not only benefit our clients but also contribute to the larger economic landscape.

Conclusion

In conclusion, our investment strategy of adding new long positions in promising companies like CME Group and CompoSecure, while exiting and reducing positions in others, reflects our commitment to making thoughtful and strategic investment decisions. We believe that these moves will not only benefit our clients but also have a positive impact on the world at large. By staying agile and proactive in our approach, we aim to continue delivering value and growth for our investors.