Pronounced “D-N-A,” this Knowledge Leader was founded in 1999 by three Tokyo entrepreneurs seeking to establish an online auction site. Today the company operates a broad range of mobile and online services including online shopping, mobile auctions, social networks and game platforms. DeNA attributes the…
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Based in Daytona Beach, Florida, TopBuild is the No. 1 installer of insulation to the U.S. residential construction business, and today the firm is at work in more than 40 percent of new housing starts. Until 2015, TopBuild operated as a subsidiary of Masco, with…
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Now branded as LP Building Solutions, the company formerly known as Louisiana-Pacific is a global leader of engineered wood products for building homes. Its biggest and fastest-growing product lines are called SmartSide and Oriented Strand Board, both panels for siding and sheathing in new home…
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Headquartered in Melbourne, Australia, BHP is the world’s No. 1 mining company. Formed in the mid-1800s from two small mining companies, BHP is the result of a merger between Broken Hill Properties (BHP), which began as a silver, lead and zinc mine in Broken Hill,…
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It’s no secret that money has poured into passive equity vehicles as investors seek low fees above all else. To date, that has worked out just fine since equity indexes have compounded their returns at acceptable, if not above average, rates of returns. But, the…
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Belgian holding company Groupe Bruxelles Lambert invests in European industry leaders with two key strategies in place. First, its companies must be engaged in markets expected to have long-term tailwinds. Second, they must have a stated commitment to grow sustainably based on clearly defined ESG principles….
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Australian metals miner South32 is a 2015 BHP Billiton spinoff named to reflect the southern latitude where most of its assets are located. In its new iteration, South32 has a bias toward developing its business in “base” metals, those metals considered common and therefore non-precious,…
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Sweden’s Investor AB was founded in 1916 by the Wallenberg family with the aim of making long-term investments in high-quality global companies, a business philosophy it has maintained through booms, depressions, recessions, and global trends. Chaired today by Jacob Wallenberg, the firm supports companies in…
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AngloAmerican was founded in 1917 by Ernest Oppenheimer, who moved from Germany to Johannesburg, South Africa, and secured financial backing from J.P. Morgan to start a gold mining business. His first major industry partnership was forged in 1926, when AngloAmerican became a majority stakeholder in…
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In this Mid-Quarter Update presentation, we share our thoughts on the combination of factors setting up the potential for a major asset allocation rotation into US Treasury bonds. Click to download slides: Is it Time to Revisit US Treasury Bonds? Questions? Email us at investmentteam@klcapital.com. …
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