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Trex

Discussed in 1 interview, pitched by students once.

Student pitches

• Spring 2023 Long Trex By Jose Alvarez, Tanay Dixit and Benjamin Hui Student pitch, p. 20 ↗ 2022 Neuberger Berman ESG Investing Challenge, 1st place

  The composite decking maker, pitched with a 3-year target almost 3 times the price at the time.

Interviews

• Spring 2024 Jennifer Oppold Alpine Peaks Capital Interview, p. 5 ↗

  Jennifer started Alpine Peaks in 2017 after a decade at Select Equity. She runs long/short and long-only books and walks through Inter Parfums, HEICO and Trex.

  Companies: Inter Parfums, HEICO, Trex Quality compoundersShort sellingPortfolio constructionBuilding a firm