CSL: a balance sheet that any CEO would die for

Livewire Exclusive

Livewire Markets

CSL: a balance sheet that any CEO would die for. Rhett Kessler, Senior Fund Manager at Pengana says he continues to own CSL because the company is globally diversified with a proven track record for ongoing innovation to solve problems. Kessler says they have built a moat to ward off competition, If ever there's an increase in competition in the industry, as the lowest cost producer globally, they're best placed to survive. Management has been remarkably astute at navigating their way through regulatory issues and competition issues. Kessler adds They've got a balance sheet that any CEO would die for. It's quite a safe but growing business.


2 topics

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

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.