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Ashtead

Discussed in 1 interview.

Interviews

• Fall 2020 John Mullins & Dan Kaskawits Lyrical Asset Management Interview, p. 1 ↗, continues p. 50

  The two PMs behind Lyrical's international book. They screen for value first and then filter for quality, with Ashtead, Sony, Nippo, Bolloré and Itochu as examples.

  Companies: Ashtead, Sony, Nippo, Bolloré, Itochu InternationalAsiaQuality compounders