Travel Report «Jefferies US West Coast CB Tour»

After extensive preparation and much anticipation, the time finally arrived in mid-September: the «US West Coast CB Tour» organized by the US investment bank Jefferies kicked off, and Holinger Asset Management was proud to be the only exclusive convertible bond boutique from Switzerland to participate.

The tour included a total of 15 portfolio managers and analysts from the USA, Canada, London, Paris, and Zurich. The group was evenly split between hedge fund and long-only investors, with the former exclusively hailing from North America.

The program spanned 3.5 days and featured 16 selected meetings with US companies relevant to convertible bonds. It began in Silicon Valley, with stops in San Jose, Palo Alto, and San Francisco, before heading south to San Diego, Long Beach, and Los Angeles.

The numerous meetings at the highest management levels, including CEOs, CFOs, and other executives, provided us with a uniquely direct and in-depth insight into the respective companies. Lively Q&A sessions allowed us to gather details on assessments, strategies, initiatives, and future expectations. The fact that we were present in the companies' own facilities further contributed to a comprehensive evaluation.

The insights and impressions gained from this experience provide valuable contributions to our dedicated bottom-up approach in stock selection and portfolio construction.

We have gladly prepared a brief travel report for you that summarizes the itinerary and the companies we visited (in German only).

Download PDF

More Articles

To make this website run properly and to improve your experience, we use cookies. For more detailed information, please check our Cookie Policy.

  • Necessary cookies enable core functionality. The website cannot function properly without these cookies, and can only be disabled by changing your browser preferences.