Fortive Corp at Bank of America Global Technology Conference (Virtual) Transcript
Hi. Yes. Good morning. My name is Andrew Obin, and I'm Bank of America's multi-industrial analyst. And with us, we have Jim Lico, President and CEO of Fortive. Fortive is one of the most innovative technology companies in my space, and they've sort of been pivoting their portfolio from their core industrial assets 5 years ago materially towards medtech technologies, industrial technologies and software.
Our view, and we've written about it, is that it's probably one of the most misunderstood stocks in our coverage with cyclical and structural growth levers. And frankly, we've written that for what it is, it's really inexpensive in a world where people are looking for growth stories at decent valuations. Jim Lico, in my world, is now one of the best operators. And it's a very, very tough competition that he is facing. So that's says something.
And with that, I will let Jim talk about Fortive, and then we'll go into Q&A. Thank you.
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