Broyhill
Broyhill AM
Jun 2025 → Mar 2026
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Broyhill for every strategy.
Its investment theses
- Ball CorporationMar 2026Ball Corporation is a pure-play packaging company with capital return potential after its aerospace divestiture.
- IQVIAMar 2026IQVIA is a clinical research organization with sticky pharma demand, proprietary data, and valuation support despite AI concerns.
- Sotera HealthMar 2026Sotera Health is a mission-critical sterilization business with a duopoly position and valuation support despite litigation overhangs.
- MascoMar 2026Masco is a housing-related company whose normalized earnings power has improved through market share gains and expense efficiencies.