Broyhill
Broyhill Asset Management
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Broyhill for every strategy.
Its investment theses
- Reckitt Benckiser Group plcDec 2025Reckitt Benckiser is a focused hygiene and health company trading at a discount with multiple catalysts and defensiveness.
- Watches of Switzerland Group PLCDec 2025Watches of Switzerland is a leading Rolex retailer with a high-margin model and attractive valuation.
- Avantor, Inc.Dec 2025Avantor is a strategic life-sciences supplier with self-help levers amid an industry upturn despite execution issues.