Sohn London Investment Conference 2023: Skerryvore on Oxxo

The following are notes from Gien Feigen's presentation from the 10th Annual Sohn London Investment Conference took place on December 6th, 2023.

Gien Feigen on Oxxo

• Skerryvore Asset Management's Gien Feigen boasts a commendable track record, particularly in emerging markets.
• Emphasizes the importance of alignment in investment decisions.
• The family associated with the company commands a substantial $30 billion in revenue.

Business Characteristics:

• Demonstrates a high return on capital, reflecting a sound and lucrative business model.
• Highlights Oxxo, a convenience store, as a prospective investment opportunity.
• Sustained growth surpassing inflation...
  

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