Italgas: Steady Income Growth Through Market Volatility

2025-04-09 17:43:40 ET

Summary

• Italgas is the largest gas distributor in Europe. Its strong regional focus and minimal impact from global trade tensions make it a defensive investment.
• It has proven to be a resilient company with over 30 consecutive quarters of growth.
• Its regional focus shields it from tariffs and global tensions while it plays a meaningful role in diversifying Europe's gas suppliers.
• The stock offers stability amid market volatility, and its generous dividend policy should not be overlooked by income-seeking investors.

Introduction

We heard the world was shrinking and everyone was coming closer. This April, we reversed our approach and began thinking locally. We are looking for companies with strong regional businesses and local suppliers that could shield them from what appears to be a trade war between several geopolitical powers in the world....

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