Avantor: Diversified Portfolio Mix Continues To Deliver Upside

Jul. 14, 2021 12:39 PM ETAvantor, Inc. (AVTR)3 Comments
Zach Bristow profile picture
Zach Bristow
2.46K Followers

Summary

  • Avantor continues its climb on the charts, posting a 100% single-year return.
  • The company offers a unique value proposition for low-gamma seekers or those seeking low-volatility inclusions into portfolios.
  • We view the risk/reward calculus is disproportionately skewed in the investors' favour with AVTR.
  • Especially when shares trade at a deep discount to peers across key multiples.
  • Here, we discuss all of the moving parts in the investment debate for the benefit of investors' own reasoning.
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Investment Summary

We are long Avantor, Inc (NYSE:NYSE:AVTR) shares and believe the company has the economic pillars combined with a defensive bastion around its portfolio to continue unlocking shareholder value over the years to come. By our view, AVTR remains a

This article was written by

Zach Bristow profile picture
2.46K Followers
Buy side equity portfolio strategist serving mandates throughout EU/US/APAC. Helping you position your portfolios for the future is my top priority. Shoot me a message to discuss trade ides or talk portfolio construction. Disclaimer:The opinions expressed in all articles do not constitute as investment advice. Please remember to conduct your own due diligence.

Disclosure: I/we have a beneficial long position in the shares of AVTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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