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Ravenstone Capital's Long-Term Investment Strategy

Daymon Loeb of Ravenstone Capital Management discusses his long-term investment strategy, top stock picks, and a recent sale.

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Canada

HealthSportsInvestmentGrowthStrategyStocksPortfolio

Ravenstone Capital Management Inc.Thermo Fisher Scientific Inc.Canadian Pacific Kansas City Ltd.Canadian National Railway Co.Amphenol Corp.Nike Inc

Daymon Loeb

Describe your investment strategy.: Loeb's investment strategy focuses on identifying high-quality businesses with strong long-term growth prospects, rather than reacting to short-term market fluctuations or macroeconomic forecasts.
What are the recent returns of your equity portfolio?: Ravenstone Capital Management's equity portfolio, holding 18-25 stocks, has shown strong returns, achieving 18.5 percent year-to-date and 29.1 percent over the past 12 months as of September 30th.
Name three stocks you own and would recommend for new clients.: Thermo Fisher Scientific Inc. (TMO-N), Canadian Pacific Kansas City Ltd. (CP-T), and Amphenol Corp. (APH-N) are three stocks Daymon Loeb recommends. These companies offer long-term growth potential in healthcare, infrastructure, and technology sectors.
Name a stock you’ve sold recently and explain your reasons for selling.: Nike Inc. (NKE-N) was sold due to concerns about increased competition, lower revenue growth expectations, and slowing growth in key markets such as China and parts of the U.S.
Explain the investment thesis behind your top three stock recommendations.: The thesis behind owning Thermo Fisher Scientific is predicated on an aging global population, increasing demand for healthcare products and services. Canadian Pacific Kansas City Ltd. benefits from reshoring of manufacturing and efficient transportation.

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