Invest For Kids: Long Thesis For Ashland Global Holdings

The 13th annual Invest for Kids conference brought stock picks from several well-known hedge fund managers. One of the presenters was Maria Jelescu of Ardinall Investment Management, who presented her thesis for Ashland Global Holdings, a specialty chemicals company that has been range-bound for about four years. She sees an inflection point for the company’s performance. Q3 2021 hedge fund letters, conferences and more Background Of Ashland Global Holdings Jelescu noted that there had been many problems with Ashland, but they have since been resolved, triggering a reward from investors. She said the company previously was an unfocused collection of…