Charles Hoeveler of Norwood Capital Partners presented his investment thesis on Ferguson plc (UK: FERG) at Wide-Moat Investing Summit 2021.
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About the instructor:
Norwood Capital Partners, LP is a concentrated, fundamental value-based long/short investment fund. Norwood relies on primary research to build a portfolio of dominant businesses trading at a discount to intrinsic value. Norwood is managed by Charles Hoeveler, with 20 years of experience in institutional asset management.