Sohn London Investment Conference 2023: Skerryvore on Oxxo

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Jacob Wolinsky
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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 rates. The dip in 2020 is attributed to the global…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.