18 Jan 2024

James Hardie – Built to Last

Our Portfolio Managers Ray David and Joseph Koh deep dive into ASX James Hardie.

“If there is one secret to an enduring great company, it’s the ability to manage continuity and change, a discipline that must be consciously practiced” – Jim Collins

Finding great companies that fit this category is difficult. Finding these companies at a reasonable price is even harder.

In this note however, we discuss one company on the ASX, James Hardie that holds some of these characteristics, and warrants visionary status.

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