The following are notes from Scott Ferguson’s presentation at the 14th Annual Invest for Kids Virtual Conference. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments. Q3 2022 hedge fund letters, conferences and more Scott Ferguson, Sachem Head Capital Management Lanxess: german chemical company Consumer protection, speciality additives, advanced intermediates Sells speciality chemicals, less cyclical– shifted from lower value assets: rubber, nylon, etc Sold high performance materials to advent international: looks more expensive than it is Priced for recessionary draw down due to german…
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