Welcome to Episode 10 of the Know What You Own Podcast. On today’s episode, we discuss the research process at Hemisphere Capital Management by examining what we look for in businesses and the qualitative and quantitative factors that guide our decision-making.
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Welcome to Episode 9 of the Know What You Own Podcast. On today’s episode, we explore Honeywell International, the industrial conglomerate and global leader in aerospace, building technologies, and industrial automation, and examine the strategic rationale for its decision to split into three standalone businesses.
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Welcome to Episode 8 of the Know What You Own Podcast. On today’s episode, we dive into the trends in U.S. shipbuilding and defense spending and explore the geopolitical considerations that make Huntington Ingalls Industries one of the most strategically important companies globally.
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Welcome to Episode 7 of the Know What You Own Podcast. On today’s episode, we examine the role of gold in investment portfolios and explore the story behind its lasting value throughout history.
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Welcome to Episode 6 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we unpack the PepsiCo portfolio, trends in consumer packaged goods, and the opportunity ahead for one of the global leaders in snacks and beverages.
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