Recent News

  • Idea Dinner

    The firm recently hosted an idea dinner focused on materials and infrastructure companies. Below is a list of companies discussed Stocks Discussed AA ALTA ARG/TO BWXT CHK GNRC KBH METC RWE/EU  S/TO VET  VNOM Please let us know if you would like to learn more about ideas discussed or if you would like to participate in the next […]