The sweetness of steady returns

As some children in Roald Dahl’s ‘Charlie and the Chocolate Factory’ found out, greedy behaviour tends to result in unfortunate endings. For investors, this greed and desire for quick wins can also produce poor results, whereas modesty and patience are rewarded over time. It is through this second lens that Redwheel views Orion and Ülker, two prominent confectionery businesses operating across Asia and Turkey. They are established brands in their respective regions and may only need to continue their usual approach to produce strong returns through enduring popularity and value-for-money offerings....