Nael Fakhry discusses AMETEK's diversified high-tech industrial solutions, growth strategies, margin expansion, strategic acquisitions, and simplified business strategy. The episode provides insights on AMETEK's presence in significant projects, market leadership, and financial performance.

Nael Fakhry, Co-CIO of Osterweis Capital Management, shares his deep insights on AMETEK, an industrial conglomerate excelling in niche markets. He discusses AMETEK’s strategic focus on mission-critical components across sectors like MedTech and aerospace. The conversation delves into effective capital allocation, emphasizing management's balance between short and long-term growth. Nael also highlights AMETEK's decentralized growth strategy and their successful approaches to acquisitions, navigating cyclicality while driving consistent revenue and margin expansion.