Viscofan: Leader in Oligopolistic Market for Sausage Casings

Eric Boroian of Focus AM presented his in-depth investment thesis on Viscofan (Spain: VIS) at European Investing Summit 2019.

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About the instructor:

Eric Boroian is a Portfolio Manager with Focus Asset Managers. He graduated from the London School of Economics with a graduate degree in Sociology and Quantitative Research Methods, and from Imperial College London, with an MBA in Finance. He started his career as a business analyst at Vivendi Universal, and then spent time as an equity research analyst at CA Cheuvreux, with a focus on European Consumer Staples. Eric also has investing experience in concentrated portfolios of European and US equities.