Demant was founded in 1904 when Hans Demant began importing hearing aides to the Danish town of Odense to bring sound to his hearing impaired wife Camilla. The company expanded into the next generation with the help of son William Demant and began producing its…
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For 150 years, HeidelbergCement’s products have been used to build houses, traffic routes and commercial and industrial facilities. Because of its role as one of the largest manufacturers of building materials in the world, the firm takes a leadership position in the industry’s responsibility to…
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With the S&P 500 up nearly 20% and international developed stocks up 13% year-to-date, the markets are having a banner year so far. But, we are squarely in the weakest seasonal months of the year (September and October) and we are starting to see the…
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Straumann Group is the No. 1 brand in global dentistry materials and the leader in implant and restoration products for esthetic dentistry, the field dedicated to improving the appearance of the teeth and gums. Founded in 1954 when Reinhard Straumann established the Dr. Ing. R….
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In this Mid-Quarter Update, we discuss our analysis on the following topics: -Recent readings on consumer confidence have rolled over. The surveys are validated by the stagnation in real consumer spending in the last few months. -In conjunction with the slowdown in house sales and…
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Based in Brussels, Belgium, with offices in Luxembourg and Singapore, Sofina is a family-run investment company with equity holdings in Europe, the U.S. and Asia. Founded in 1898 as an engineering company, today’s Sofina provides late-stage equity capital. Its unique differentiator is that it only…
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A private equity and venture capital company based in London, UK, 3i Group invests in mid-market companies. Its unique strategic approach aims to cover costs with income from investments and fees, thereby minimizing dilution of capital. 3i describes its collaborations with investees as responsible and…
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Today at the annual Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell reiterated that the Fed is in no hurry to either taper asset purchases immediately or aggressively. Additionally he made crystal clear that even when the Fed does eventually start tapering asset purchases…
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Carl Zeiss Meditec was formed in 2002 when the medical device business was spun off from the larger Zeiss Group, a leader in optical, semiconductor and electronics manufacturing equipment founded in 1846 in Germany. Today, the publicly traded Carl Zeiss Meditec is one of the…
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Just when everyone thought we had COVID-19 whipped, the delta variant came along and US cases inflected higher. The 7-day moving average was about 13,000 in early July and has jumped about 10-fold to 132,000 as of yesterday. The first place this can be seen…
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