Dec 27, 2022
Welcome to another episode of SCOUT. We’ve produced this podcast series to give clients and friends a view into SouthernSun’s investment process.
If you enjoyed a few
celebratory spirits and craft cocktails over the holiday season, we
think you’re sure to like this SCOUT episode. Today we bring you
the story of MGP Ingredients – your favorite company that you’ve
never heard of...until now. MGP might not be a household name, but
perhaps you know of some of its popular whiskey and tequila brands,
such as George Remus Bourbon and El Mayor Tequila. But, it’s not
just spirits for MGP. The company is also a leading supplier of
plant-based food products in the B2B sector. As CEO Dave Colo says,
“MGP was plant-based before plant-based was
cool.”
Important
Disclosures:
This information is confidential, may
not be reproduced or circulated in whole or in part, and is
intended for institutional clients, qualified institutional buyers,
professional investors or professional clients. Any transmittal of
this information to individual clients, without the prior written
consent of SouthernSun, is strictly prohibited.
Regulatory Disclosures:
This material is provided for informational purposes only and is only directed at persons who may lawfully receive it. You should satisfy yourself that you are lawfully permitted to receive this. This material is not intended to be relied upon as a forecast or research and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy nor is it investment advice. Past performance is not a reliable indicator of future performance.
SouthernSun Asset Management, LLC is registered with the United States Securities and Exchange Commission (“SEC”) as an investment adviser.
SouthernSun Asset Management (UK) Ltd., a subsidiary of SouthernSunAsset Management LLC, is a UK domiciled limited company that is authorized and regulated by the Financial Conduct Authority.
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