Savencia: Well-Managed French Cheese and Dairy Leader at Discount

Brian Chingono of Verdad presented his investment thesis on European equities and Savencia (France: SAVE) at European Investing Summit 2023.

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About the instructor:

Brian Chingono worked at Dimensional Fund Advisors and Credit Suisse before joining Verdad. Brian earned an AB from Harvard College and an MBA with honors from the University of Chicago Booth School of Business. As a graduate student, Brian co-authored two research papers related to Verdad’s investment strategy: Leveraged Small Value Equities and Forecasting Debt Paydown Among Leveraged Equities.