Denver, CO
Andrew Pinheiro
Research AnalystInsights From Denver
William Blair Research Analyst Andrew Pinheiro and the U.S. Value Equity team took a trip to Denver to assess potential investment opportunities.Key takeaways include:
- Despite the growing consensus about a recession occurring in 2023, we continue to see value in the industrial sector
- We are searching for opportunities across two key themes
- Cheap cyclical industrial companies with idiosyncratic drivers of defensiveness that the market is not appreciating
- Companies with opportunities to offset macroeconomic weakness driven by specific catalysts such as product cycles or margin expansion