TopPicks from Darren Sissons, partner and portfolio manager, Campbell, Lee & Ross
Darren Sissons, vice-president and partner at Campbell, Lee & Ross, discusses his top picks: Bayer AG, Jardine Matheson, and TC Energy.It is a pharma and agri-chem behemoth. The prior board chairman led the ill-timed, poorly risk-managed acquisition of Monsanto in 2018. The resulting glyphosate liability halved valuation. Bayer is actively counter-litigating with a reasonable degree of success.
The recent acquisition of Jardine Strategic provides a better direct drive on controlled but not fully owned subsidiaries Astra International and United Tractor, among others. Catalysts for the name include lowered China-U.S. tension, improved commodity end markets, a China recovery and or China stimulus plus organic growth of its business units. A Singapore-listed, USD-priced share provides a highly liquid platform to leverage South East Asia, Hong Kong and Chinese growth.
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