At last week’s Future Generation Investment Forum, I presented my case for Sensata Technologies. Sensata is a leading industrial technology company with attractive secular growth opportunities.
Sensata produces sensors that go into cars, heavy on/off road vehicles and various other industrial applications, including aerospace. Sensor content is set to grow over time as vehicles get more efficient, more electric and more autonomous. Sensata is seeing accelerating organic revenue growth and has a demonstrated track record of double digit EPS growth. This is a business where new product innovation drives new contract wins. The company is highly innovative.
- Quality management team
- Leading industry positions
- Strong earnings growth potential
- Compelling valuation
In the video below, I outline two catalysts we see for the company to re-rate, illustrating why Sensata is currently on our radar for WAM Global.
Catriona has more than 14 years’ investment experience, with over 5 years’ focused on global equities. She has previously worked for Hunter Hall in London, as well as with John Sevior and David Cooper at the inception of Airlie Funds Management.