Catalent is vulnerable to facility closures whether from natural disasters or manufacturing issues, and a warning letter from the FDA or other regulatory agency can result in manufacturing delays or ...
We think Keysight Technologies is the leader in communications testing and measurement solutions, and offers a vendor-agnostic way to invest in the rapidly growing 5G and high-speed networking markets ...
Imperial Brands is at the end of a five-year strategic plan launched in 2021 that looked to position the firm as a fast follower in next-generation products while strengthening its share in its most ...
Hanesbrands is the market leader in basic innerwear in multiple countries. We believe its key innerwear brands, like Hanes and Bonds in Australia, achieve premium pricing. Our narrow moat rating on ...
Retail real estate investment trust Kimco Realty owns and operates a geographically diversified portfolio of quality shopping centers. Its retail portfolio includes grocery-anchored centers, ...
Furthermore, Jacobs’ portfolio is well-aligned with multiple favorable secular trends, including growing investment in infrastructure as well as the transition to clean energy. We believe that Jacobs ...
Nearly 75% of WEC's earnings come from areas with what we view as constructive regulation, such as Wisconsin and at the Federal Energy Regulatory Commission. Its commercial renewable energy business ...