The 2024 Sohn Monaco Investment Conference featured a presentation from Sarunas Mazeikis, Co-Portfolio Manager at Bainbridge Partners. Mazeikis focused on the vital sector of water treatment and water-intensive industries, highlighting a lucrative opportunity for one European mid-cap utility in the space.
Short Summary:
Bainbridge Partners is a bottom-Up manager looking for companies that can deliver Alpha generation across all market environments.
Case: Kemira. Chemical company that in the past 10 years has developed an expertise in water treatment.
Top 5 companies control 60% of the market. Kemira is number 1 or 2 in its chosen geographies
The increasing regulatory and ESG demands are driving an...
