The aerospace industry has been dealing with its share of problems lately, from Boeing's 737 MAX issues to other barriers limiting the number of aircraft that can be delivered, restraining air travel. However, one fund manager sees a path to a brighter future and greater opportunities in aerospace stocks.
At the 20th anniversary Value Investing Seminar in Trani, Italy last week, Anatoly Fedorov of Signet Capital Management in London pitched his bull thesis for Airbus.
Bullish on growth but seeking contrarian views
He started off by explaining why he was making his way through the conference circuit. Fedorov is developing a contrarian view, as he's bullish on growth...
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