At the 2025 Sohn Monaco Conference, Beniamino Sciacca, the Managing Director of SSVL pitched a UK-listed small engineering conglomerate. SSVL, with its 20-year history and concentrated portfolio of 10 to 12 European listed small-cap stocks, seeks situations where there is a significant discount in increasing value. This discount, SSVL believes, can be mitigated or eliminated through their constructive engagement approach. Sciacca highlighted the stock as a company at a crucial "inflection point," poised for a substantial re-rating and value realization.
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2025 Sohn Monaco - SSVL's Beniamino Sciacca
The UK-listed company has an approximate market capitalization of £700-800 million. It operates as an engineering conglomerate with 26 distinct businesses. Its core business, which constitutes about 70% of its revenue, is the design and manufacturing of mission-critical fluid conveyance and thermal management components and subsystems. These products are primarily used in the aerospace and defense sectors.