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Andy Gardner
Portfolio Manager at Fiera Capital with expertise in industrials and compounder businesses; joined the episode to analyze Amphenol's business model, M&A playbook, and exposure to secular technology trends.
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Oct 15, 2025
• 54min
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
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Andy Gardner, a Portfolio Manager at Fiera Capital and expert in industrials, joins to discuss Amphenol's vital role in modern electronics. They explore Amphenol's unique decentralized model, empowering local managers for tailored decision-making. Andy highlights the company’s robust M&A strategy, blending disciplined acquisitions while maintaining customer-centricity. With insights into their diverse markets, including automotive and aerospace, he examines how trends like electrification fuel Amphenol's growth, while discussing potential risks and financial strategies that make it a compelling business.
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