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The following slide deck was published by Atlas Copco AB in conjunction with their 2021 Q2 earnings call. For further details see: Atlas Copco AB 2021 Q2 - Results - Earnings Call Presentation
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...
Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets coo...
Atlas Copco AB (ATLKY) Q1 2021 Earnings Conference Call April 27, 2021 08:00 ET Company Participants Hans Ola Meyer - Chief Financial Officer Mats Rahmström - Chief Executive Officer Conference Call Participants Klas Bergelind - Citi Andrew Wilson - JP Morgan Daniela Costa - Goldman Sach...
The following slide deck was published by Atlas Copco AB in conjunction with their 2021 Q1 earnings call. For further details see: Atlas Copco AB 2021 Q1 - Results - Earnings Call Presentation
Atlas Copco could see a more modest industrial-driven recovery in 2021 than its peers, with stronger comps in Compression and weaker end-market demand in Industrial. Vacuum should remain a hot property, as fabs continue to add capacity and vacuum is increasingly important to leading-e...
I believe in diversification of my portfolio, and that opportunities lie outside my own region. We all know our backyard best, as such world class companies may be unknown to us when not in our own economic region. The Scandinavian economies are top of OECD on parameters measuring...
Ingersoll Rand has been on a tear in an already-hot industrial sector, with many thematic elements working in the stock's favor. Guidance for 2021 may be conservative, and IR is well-positioned for a short-cycle industrial recovery, as well as further cost synergy upside. M&A ...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Optimism over a return to normal economic activity global...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Optimism over a return to normal economic activity global...
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