Sebastian Hahn and Jeremie Couix presented their in-depth investment thesis on Hunter Douglas (Amsterdam: HDG) at European Investing Summit 2017. They also provided an update on Axway (Paris: AXW).
Hunter Douglas derives 80+% of sales with window coverings and is the leading provider in the U.S. market, with market share in excess of 40%. The company has been widening its moat through intelligent capital allocation.
About the instructors:
Sebastian Hahn and Jeremie Couix are the founders of HC Capital Advisors based in Germany. Prior to founding HC Capital they both worked at Discover Capital as investment analysts and later as co-portfolio advisors of the fund Squad Growth. They both met while working at FORUM Faimily Office a value oriented investment manager based in Munich. Sebastian graduated from the LMU University in Munich with an MSc in Finance and Accounting. Jeremie graduated from EM Lyon Business School in France with an MSc in Management.
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