Attributes of an outstanding investment

Livewire Exclusive

Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets at VGI Partners. Managing Partner, Robert Luciano, identifies lubricants manufacturer, WD-40 as an example of a superior long-term growth opportunity.

Though the market capitalisation has grown from US$350M to US$1.5B in the seven years VGI Partners have held the stock, the attributes that make it a great investment remain:

  • WD-40 is asset-light, with only 2 manufacturing employees and minimal CapEx requirements
  • WD-40 has a strong brand that is recognised by consumers around the world
  • The company is scalable, having successfully expanded into specialist lubricant categories such as bicycles and boats.

Watch the video above to learn more about what makes an outstanding long-term holding.

Invest with VGI Partners

The VGI Partners Global Investments Limited IPO is now open. For more information, please visit the company website.


About this contributor

Livewire Exclusive

Livewire Exclusive

Livewire Exclusive, Livewire

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

Expertise

global equities long term investing Sponsored Content WD-40

Comments

Please sign in to comment on this wire.