IP InterviewPublished May 14, 2024
Loar Group: Portfolio Quality
inpractise.com/articles/loar-group-portfolio-quality
Executive Bio
Former Vice President, Loar Group
Former VP at Loar Group
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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Which companies do you think I should explore more in the Loar portfolio?
Safe Flight and General Ecology are both really strong businesses with proprietary positions and products. Freeman and SMR also have a lot of potential for growth. HydraElectric has a great leader, and if they can get their arms around the aftermarket PMA approvals, they can really grow that business. There's untapped opportunity there; they just need to get all the information in place. So, I think those are the businesses that are really strong and have a lot of upside.
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