Sandon Capital's investment thesis for Fleetwood Corporation Ltd
Fleetwood Corporation Ltd (ASX:FWD) traded as high as $14.24 in early 2011 and on 29 Feb 16 it plumbed the depths trading at $1.03. While some might caution against trying to catch the proverbial falling knife, Sandon Capital has taken advantage of FWD's share price weakness to accumulate (along with Sir Ron Brierley's Mercantile Investment Company Ltd) a 5.4% shareholding. We believe there is more to FWD than many appreciate, but not while the status quo prevails. Sandon Capital has published a presentation that details its investment thesis for FWD. The presentation is available on our website's Campaigns page or by following this link (VIEW LINK)
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Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also provides advisory services to shareholders seeking to implement activist strategies. Gabriel is chairman of Sandon Capital Investments Limited (ASX:SNC), non-executive director of Mercantile Investment Company Limited (ASX:MVT) and Chesser Resources Ltd (ASX:CHZ) and is a non-executive director of Future Generation Investment Fund Limited (ASX:FGX). He was previously a non-executive director of RHG Limited and chairman of Armidale Investment Company Limited.
Sandon Capital
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...
Expertise
Sandon Capital
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...
Expertise
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