General Thoughts

Connor Leonard’s 2017 IMC Letter

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Long-time readers are likely familiar with Connor Leonard, but for those who don’t know him, Connor is a good friend of mine who runs the public securities portfolio at Investors Management Corporation. IMC is a holding company locatedĀ in Raleigh, North Carolina. The firm focuses on long-term ownership of outstanding companies in both the public and private markets. Connor has shared some thoughts with BHI readers in the past, including a post on Reinvestment Moats, Capital Light Compounders, as well as […]