Is Exponent Investment Management a Buy, Sell Or Hold?
Whether Explore Exponent Investment is a buy, sell, or hold will depend on your goals, risk tolerance and allocation. AAII’s stock grades, metrics and ratios can help you figure those out and see which stocks might align with your portfolio.
Founded in 2004, Exponent is an independent wealth manager and private equity firm. The company helps its clients move from active business and professional income to passive retirement investments. Its advisors design financial services according to each client’s unique needs. They understand that not all wealth is the result of happy events – it can be the result of a divorce, the death of a loved one, or a successful business closing down.
The Power of Compounding in Long-Term Investments
Exponent has invested over EUR 1 billion in Ireland over the past decade and continues to search for founder-owned, market-leading businesses with strong growth potential. It has eight platform investments in Ireland including H&MV, a provider of VAT returns and dynamic currency conversion services; Chanelle Pharma, a Galway-based veterinary and medical drugmaker; and Ethos Engineering, a data centre designer.
It also bought the Racing Post in 2016, when it was owned by FL Partners, and later acquired Xeinadin, an acquisitive professional services firm headed by Derry Crowley. It has also invested in branded media, buying the Ambassador Theatre Group, owner of West End and Broadway venues for shows like Wicked, as well as the sports bible Spotlight. It has been committed to integrating ESG principles into its strategy since 2010, and Head of ESG, Lizzie Stazicker, recently said Novata’s team had done an “outstanding job of onboarding our portfolio companies, explaining how the software works and answering any specific questions they might have.”…
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