Making concrete sexy: why GCP Applied Technologies is part of our portfolio
A lot of the blogs and links we post focus on the macroeconomic angle as, we're told, readers have the most interest in those stories. Yet the reality of our weekly life is that looking at stock stories and understanding why we should want to own those businesses account for most of the teams research effort at Morphic. This week we take readers through the intriguing (and that's not sarcastic) world of concrete additives and sealants and why this little company based out of Boston in the USA has been a good investment, thanks to passive investors. (VIEW LINK)
Chad co-founded Morphic Asset Management in 2012. As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas. He has also been awarded the CFA Charter.