Compass Group (LSE:CPG) in Artisan Global Value Fund Q2 2024

Global Catering Leader with Resilient Business Model

Apr 15, 2025

Summary

World leader in contract catering services with diverse client base.
Resilient business model supports stable cash flows.
Economic downturns and labor costs present risks.
Strong recovery post-pandemic with increased demand.
Focus on operational efficiency and client retention.

Compass Group (LSE:CPG, Financial) was highlighted in the Artisan Global Value Fund Q2 2024 commentary as a significant holding, emphasizing its leadership in the global catering industry. The fund managers praised Compass Group's resilient business model and its ability to generate stable cash flows despite economic challenges.

"Compass Group’s leadership in contract catering and its focus on operational efficiency make it a valuable addition to our portfolio. We are optimistic about its recovery and growth prospects post-pandemic." — Artisan Global Value Fund Q2 2024 Commentary

Read full letter at gurufocus artisan global value fund q2 2024 commentary 2024 Q2 page.

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