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BDO Private Equity PErspectives Podcast
Investing in the Undervalued and Underappreciated: U.S. Industrials
Jun 14, 2023
40:02
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Quick takeaways
- The industrial sector in the US creates significant value and has become more important due to factors like onshoring and supply chain disruptions.
- Fernway Group and One Rock Capital Partners follow consistent investment strategies of buying well-positioned businesses at a discount, addressing challenges like inflation and labor shortages, and prioritizing long-term value creation.
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Investment Strategies and Value Creation
Fernway Group follows an Engaged Investor Operator Model (EIOOM) in the industrial and industrial tech sectors, leveraging operational and transformational expertise to drive growth and create value. One Rock Capital Partners focuses on buyouts in the real economy sectors, aiming to buy companies at low valuations, fix problems, and sell them at higher valuations. They have a team of 90 people, including operating partners, and prioritize deal areas like corporate carve-outs.
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