AVTR - Avantor: Diversified Portfolio Mix Continues To Deliver Upside

• Avantor continues its climb on the charts, posting a 100% single-year return.
• The company offers a unique value proposition for low-gamma seekers or those seeking low-volatility inclusions into portfolios.
• We view the risk/reward calculus is disproportionately skewed in the investors' favour with AVTR.
• Especially when shares trade at a deep discount to peers across key multiples.
• Here, we discuss all of the moving parts in the investment debate for the benefit of investors' own reasoning.

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