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Fiduciary Management

Dec 2024 → Mar 2026 · Publishes quarterly

Our archive holds 5 letters from Fiduciary Management, behind 15 investment theses. Every quote below is copied verbatim from the letter it came from.

Fiduciary Management’s own letters page
5
Letters
0
Companies
0
Moves
15
Theses

Theses · 15

  • Huron Consulting Group is a leading advisor to hospitals and universities with entrenched relationships, durable demand, and a path to double-digit EPS growth at a low-teens P/E.

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  • Booking Holdings is the largest online travel agency with powerful network effects, high returns and resilience to AI disruption, trading at a mid-teens earnings multiple.

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  • March 2026

    IMCD is a global specialty chemicals distributor with resilient life-science exposure and scale advantages, poised for cyclical recovery and double-digit EPS compounding at a discounted valuation.

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  • Hayward Holdings is a leading residential pool equipment maker with resilient installed-base demand, pricing power, strong margins and ROIC, and an attractive valuation despite cyclical weakness.

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  • Accenture is the leading global IT consultant poised to benefit from enterprise AI adoption despite cyclical headwinds and a significantly reduced valuation.

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  • December 2025

    Smiths Group is streamlining into higher-growth industrial technology businesses with improved margins, strong balance sheet, and undervalued shares relative to fundamentals and break-up value.

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  • September 2025

    Becton Dickinson is a leading medical supply company poised for growth and value unlocking through strategic simplification and a strong focus on recurring revenue.

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  • September 2025

    Greggs is a well-positioned, vertically integrated food-on-the-go operator with strong brand loyalty, facing short-term challenges but having substantial growth potential through new store openings and a solid financial outlook.

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  • September 2025

    OneMain is a leading player in nonprime personal lending with potential for growth and resilience despite a challenging macro environment.

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  • Allegion is a leading global provider of security solutions with a strong market position, attractive growth potential, and currently undervalued stock.

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  • FirstCash Holdings, Inc. is a leading pawn operator that offers defensive, low-risk loans and is well-positioned for strong growth due to industry consolidation and regulatory barriers against new competition.

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  • March 2025

    Sodexo S.A. is a leading caterer and facilities manager with strong growth potential due to its market share advantages, operational efficiencies, and current undervaluation despite recent execution challenges.

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Letter archive · 5

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