Nael Fakhry

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.

Nael Fakhry, Co-CIO of Osterweis Capital Management, shares his extensive insights on AMETEK's growth journey. He explores AMETEK's strategic positioning in niche markets like aerospace and MedTech, emphasizing its commitment to innovation and operational excellence. Nael highlights the company's impressive margin expansion from 16% to 26% and discusses its decentralized management model that fuels profitability. He also delves into the importance of long-term growth strategies and navigating economic cycles, showcasing AMETEK's strong resilience in the industrial landscape.