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Anchor Capital: This Quality Brand Has Tremendous Upside [Value NY 2023 Conference]

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Jacob Wolinsky
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At the recent Value Invest New York conference, Jennifer DeSisto, the Chief Investment Officer of Anchor Capital, presented a compelling analysis of the beauty industry, with a particular focus on Ulta Beauty. With over three decades of experience and managing a portfolio worth $7.4 billion, DeSisto brought an expert’s perspective to the discussion, offering deep insights into the evolving dynamics of the beauty sector and Ulta Beauty's market positioning.

Anchor Capital’s Investment Philosophy

DeSisto began by outlining Anchor Capital's investment philosophy, emphasizing a value-driven approach. The firm, founded in 1983 and based in Boston, focuses on high-quality companies with strong balance sheets, high returns on invested capital, and consistent growth at attractive valuations. This approach has guided their investment in Ulta...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid