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investment strategy

investment strategy

In this article, Davide Gronchi shares key insights from 10 years of optimizing design of industrial investments.  In my past 10 years spent optimizing the design of industrial investments, I have come across a broad variety of situations with many differences and few commonalities. From 20 to 20,000 mio USD in value, from tiny vaccines molecules to 800t mining excavators, from “one large investment every 10 years” to teams with heavy 1000-pages Capex manuals, from small start-up to super structured…
Umbrex is pleased to welcome Katherine Feeney with Beckett Square. Katherine runs Beckett Square, through which she works primarily with private equity funds and corporate acquirers on topics including commercial due diligence, investment and portfolio strategy, market screens, and performance improvement. Katherine founded Beckett Square in early 2019 after her time at Bain & Company, where she worked across practices and industries in the Washington, DC and Johannesburg, South Africa offices. Concurrent to founding Beckett Square, she was instrumental in…
  Cheryl Lim Tan takes a look at how the COVID-19 virus has affected what consumers are buying after the initial panic purchases. Let’s see how the stay-at-home economy is stacking up. The American consumer has until very recently, powered close to 70% of GDP. As we settle into what may be a few months of a nationwide stay-at-home order due to COVID-19, a very different looking consumer is emerging — in yoga pants, and in desperate need of a…