Mar 01, 2022 / 08:40PM GMT
David Michael Raso - Evercore ISI Institutional Equities, Research Division - Senior MD & Head of Industrial Research Team
Thank you, everybody, for continuing with us on day 2 of our Annual Industrial Conference. Very excited to have Vontier present now. Obviously, there's been a lot of conversation around the name. A lot of questions about the valuation versus the underlying assets and from a terminal value to some even near-term issues. So really happy to have Vontier's CFO, Dave Naemura, with us, who can take us through, obviously, a lot of the strategy.
Questions and Answers:
David Michael Raso - Evercore ISI Institutional Equities, Research Division - Senior MD & Head of Industrial Research TeamDave, it goes back to the Danaher days. You're at Gates and then back sort of in the Danaher family with the Vontier Fortive down the chain on the spin. So you can give us a lot of history, but I think people are particularly interested right now in a lot of the structural issues around the portfolio.
I might start, though, Dave, which is a