Washington H Soul Pattinson and Co Ltd

SOL: XASX (AUS)
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Morningstar Rating for StocksFair ValueEconomic MoatCapital Allocation
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Raising Soul Patts' Fair Value by 3% on Higher Asset Valuations

Business Strategy and Outlook

Washington H. Soul Pattinson, or Soul Patts, is a value style-oriented investment house with approximately AUD 12 billion in net equity value. Its approach to growing shareholder value is somewhat distinct from many fund managers and capital allocators, benefitting from advantages in its corporate structure, investment-style, and from a relatively unconstrained investment mandate.

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