Denver, CO

Andrew Pinheiro

Research Analyst

Insights 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
  1. Cheap cyclical industrial companies with idiosyncratic drivers of defensiveness that the market is not appreciating
  2. Companies with opportunities to offset macroeconomic weakness driven by specific catalysts such as product cycles or margin expansion
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