SS&C Technologies: Sticky Core Business, Strong M&A Track Record

May Investing Ideas
502 Followers
(10min)

Summary

  • SSNC is well positioned to benefit from fund managers outsourcing fund administrative services, repeat successful M&A strategy, and see multiples rerate upwards.
  • SSNC provides software products and services primarily in the financial services industry.
  • SSNC's strong FCF profile allows for capital allocation through M&A.

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Investment overview

I give a buy rating for SS&C Technologies (NASDAQ:SSNC) as I believe SSNC is well positioned to benefit from the secular trend of fund managers outsourcing fund administrative services to third parties, repeat

This article was written by

502 Followers
I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason to write on SeekingAlpha is to use this platform as a tracker for my investing ideas performance, and also to connect with like-minded investors that have the same investing interest.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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