Glanbia: Misunderstood, Undervalued Business With Clear Levers

Josh Shores of Southeastern Asset Management presented an in-depth investment thesis on Glanbia (London: GLB) at Best Ideas 2021.

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About the instructor:

Josh Shores is Portfolio Manager for Southeastern’s European strategy, Co-Portfolio Manager for Longleaf Partners International Fund and a member of Southeastern Asset Management’s Executive Committee and Board of Directors. After seven years in Southeastern’s London office, Josh is now based in the US but focuses on Non-US investments. He joined Southeastern in 2007 after working at Smith, Salley & Associates in Greensboro, NC and Franklin Street Partners in Chapel Hill, NC. A University of North Carolina graduate, Josh holds bachelor’s degrees in Philosophy and Religious Studies. He received his CFA designation in 2006.

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