Luke Bridgeman, a partner and portfolio manager at Hosking Partners, shares insights on 3i Group, an investment company with a unique tale that dates back to pre-World War II England. He dives into how 3i's investment strategy centers around significant stakes, particularly in the Dutch retailer Action, which represents over 50% of its net asset value. Bridgeman discusses the company's evolution post-2008 financial crisis and highlights lessons in long-term investment success through innovative strategies and strong governance, positioning 3i as a resilient player in the investment landscape.
