Broyhill Asset Management

Empowering Future Leaders Through PRIME: Broyhill's Commitment to Experiential Learning 📚 At Broyhill, we believe in fostering the next generation of investment management professionals. We’re proud to support the Projects for Investment Management Experiential-Learning Program (PRIME) at UNC Kenan-Flagler Business School, which connects students with hands-on opportunities in the industry. Wendy Zhu a BSBA ’25 student, exemplifies the transformative impact of PRIME. In less than a year, she transitioned from her investment management class to contributing to real projects at Broyhill, where she developed a data analysis dashboard that provided critical insights into market movements. 💡🎓 PRIME not only equips students with practical skills but also boosts their confidence as they prepare for competitive internships and careers. With a growing network of corporate partners and an expanding enrollment, the program continues to thrive, offering invaluable experiences to both undergraduates and MBA students. Join us in celebrating the achievements of students like Wendy and the important role of PRIME in shaping future leaders in investment management. Together, we’re creating a brighter, more inclusive future for the industry! 🙌🌍 #Broyhill #PRIME #FutureLeaders

Equity Highlights October 2024 🌟 ⚕️ Baxter & Hurricane Helene: Baxter's North Cove, NC facility, which supplies 60% of the US healthcare system's IV saline, is temporarily down due to Hurricane Helene. Production is set to resume by year-end, and in the meantime, they’re boosting output at other facilities. Let's support towns impacted by the hurricane—donations and volunteers are needed! ✳️ Youth Tobacco Trends: The latest National Youth Tobacco Survey shows a decline in youth nicotine usage following the age increase to 21. Interestingly, usage of nicotine pouches remains below 2%. 🎰 Flutter's Tax Hike Warning: Flutter's CEO highlights potential risks from tax increases in the UK, which could push consumers to unregulated markets. Meanwhile, opportunities for online live casino gaming are expanding in the US. 🪰 Rentokil's Board Update: We’re excited about Trian’s head of research joining Rentokil’s board, signaling positive change ahead. Our very own, Olivia, will be attending the Pest World Conference in Denver next week to connect with industry leaders! Read full Equity Highlights: https://hubs.la/Q02THQJY0 Hurricane Helene: - Donations: https://lnkd.in/eeWj-4CM - Volunteer: https://lnkd.in/eQ7uWVN4 - Cities Open for Tourism: https://lnkd.in/eAr-4b66

Dear Charlotte Investment Community, In light of the recent devastation caused by the flooding from Hurricane Helene, our hearts go out to the families and communities in Western North Carolina who have been severely impacted. The challenges they face are immense, and it is vital that we come together to support our neighbors in their time of need. Broyhill is reaching out to the Charlotte investment community with a call to action. In partnership with Beloved Asheville, we are asking for your help to gather much-needed supplies for those displaced by the floods. Every contribution, no matter how small, can make a significant difference in the lives of those affected. We are collecting the following items: Hygiene and Comfort: Diapers (all sizes) Hand sanitizer Toilet paper Paper towels Blankets Towels Personal Hygiene Cleaning and Recovery Supplies: Contractor-size trash bags Bleach Cleaning supplies Shovels Brooms Tarps Emergency and Cooking Needs: Flashlights Batteries Coolers Cook stoves Propane First Aid Supplies Candles & Lighters Drop-off Location: 601 S. Cedar St., Charlotte, NC 28202 (behind Bank of America stadium, next door to Clutch Kitchen & Pour House) Drop-off Dates/Times: October 7 - October 11, 8:30 AM - 4:00 PM Together, we can provide support and compassion to those who need it most during this difficult time. Thank you for considering how you can help.

Equity Highlights September 2024 - Stay updated with Broyhill's Equity Highlights for September 2024, featuring key portfolio news including Reckitt's asset sale, UMG's subscription focus, and the latest on Nintendo Switch 2. https://hubs.la/Q02QsS0L0

📈✨ Broyhill Equity 2024.Q2 Insights Are Here! ✨📈 In our latest quarterly letter, we dive into the challenges we faced in Q2, navigating a market largely influenced by a narrow band of mega-cap momentum stocks. While these conditions posed headwinds for our disciplined investment approach, we’re witnessing a promising shift that’s paving the way for value-oriented strategies like ours. 💡 **Why This Matters:** We believe we’re on the brink of one of the best opportunities for active value investing in years! As the spotlight begins to shift from overhyped growth stocks, it's time to turn our attention to those overlooked equities that boast strong fundamentals. 🔍 **What’s Inside:** Our comprehensive letter and fact sheet offer detailed insights and analysis that you won't want to miss. Discover how we’re positioning ourselves to capitalize on these emerging opportunities! 👉 Read the full insights here: https://hubs.la/Q02Pmh2f0 https://hubs.la/Q02PmkT40 #BroyhillEquity #ValueInvesting #InvestmentOpportunities

Equity Highlights August 2024 https://hubs.la/Q02Lr2YF0

📣 Broyhill Asset Management presents: Break Free From Herd Mentality Join Chris Pavese and Broyhill Asset Management for insights on the current market environment as well as the importance of independent thinking and a disciplined approach. RSVP: https://hubs.la/Q02GZ1tZ0 #valueinvesting #independent #disciplined

Dive into the 2024 Broyhill Book Club! 📖🎉 We've compiled our favorite reads from the past year for you to enjoy. Get ready to embark on a literary adventure with us. Happy reading! 🤓 #BroyhillBookClub #ReadingList #BookwormsUnite 📚🐛 https://hubs.la/Q02DDVBb0

Equity Highlights July 2024 https://hubs.la/Q02H4QCM0