Sunday July 5, 2020

Michael Murray: Compass Group is an ideal multinational contract caterer whose shares I am happy to tuck away for the long term

Relative safety, decent growth, and an attractive yield - all wrapped up in a single asset.

25th May, 2014
Michael Murray.

Relative safety, decent growth, and an attractive yield - all wrapped up in a single asset. In a world of only modest growth, low interest rates and plenty of turbulence, those assets are not easy to find.

Last week, I took a position in a company that I believe will deliver everything I want from an equity at this time. It enjoys market leadership in its field. It is global in its reach. It has...

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