Michael Murray: US horizons will be Greencore's biggest challenge - and its biggest opportunity

Fifteen months ago, I bought shares in Greencore.

Greencore is not typical of the type of company in which I would normally invest.

Fifteen months ago, I bought shares in Greencore. It is not typical of the type of company in which I would normally invest. It owns no blockbuster brands and its customers - predominantly the British supermarket majors - have huge, concentrated buying power.

In making my investment decision, however, I had the advantage of some insights into the quality of Greencore's top management, having spent some time on a project many years ago ...