Two Companies. One Common Thread: Excellence.
Different sectors. Different stories. But both just delivered what matters most—shareholder returns and durable growth.
👋 Howdy Partner,
Today’s article will update you on two of Our Portfolio companies Q1 earnings.
One’s a quiet operator in the energy sector. The other? A global leader in animal health.
Different industries. Different challenges.
But both had something in common this quarter: they outperformed.
One posted record-breaking production and slashed its debt. The other kept growing - despite currency headwinds and rising competition.
Both returned serious cash to shareholders.
And both are proving - once again - why we own them.
These are the kinds of companies that make sure that the Dividends from Our Portfolio keep growing:
Let’s take a look.