We utilize a business owner's approach to investing, thoroughly investigating the economics of the business and the quality of the management team.
We are long-term investors, a typical holding period for our companies is three to five years, and portfolio turnover averages 20-40% per annum.
Near the end of our investment, the stock received an additional boost as investors grew excited about Plexus's exposure to semiconductor capital equipment, a segment expected to benefit from AI and data center buildouts.
syahrir maulana/iStock via Getty Images
Investment Philosophy:
Purchase durable business franchises that are selling at a discount to their intrinsic value.
