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Invest For Kids: Scott Ferguson On Lanxess

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Jacob Wolinsky
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The following are notes from Scott Ferguson's presentation at the 14th Annual Invest for Kids Virtual Conference. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments.

Q3 2022 hedge fund letters, conferences and more

Value

Scott Ferguson, Sachem Head Capital Management

  • Lanxess: german chemical company
  • Consumer protection, speciality additives, advanced intermediates
  • Sells speciality chemicals, less cyclical– shifted from lower value assets: rubber, nylon, etc
  • Sold high performance materials to advent international: looks more expensive than it is
  • Priced for recessionary draw down due to german gas cutoff
  • HPM transaction between Lanxess, DSM, Advent International, Engineering Plastics JV
    • Creates large amount of...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.