Glanbia: Misvalued Power Brands in Structural Growth Industry

John Woodman of Southeastern Asset Management presented his investment thesis on Glanbia (UK: GLB) at Wide-Moat Investing Summit 2023.

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About the instructor:

John Woodman joined Southeastern’s London office in 2016 and is a co-portfolio manager of our Longleaf International Fund and our Concentrated European Strategy. He has over 20 years of investment experience and previously held roles as Senior Vice President of the Certification and Business Enhancement division for SGS in New York, Executive Director at Goldman Sachs in the Global Research division in London, and Vice President at Citigroup in London. Mr. Woodman received his bachelor’s degree in Geography and Environmental Science from the University of Oxford.

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