Associate Richard Vanden Boogard of Jacobson & Schmitt Advisors says Amphenol Corporation (APH) plays to the proliferation of electronics theme that his firm is eyeing, and also has other characteristics he looks for in an investment.
“Amphenol is a connector company that delivers electrical connectors and interconnects. So that plays to one of the things that we like, and they have a very entrepreneurial culture,” Vanden Boogard said. “They have shown that over time they do a wonderful job of buying companies, and you can’t say integrating them, that would be the wrong word, but letting their people manage those businesses well.”
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Mr. Vanden Boogard adds that not only is Amphenol Corporation shareholder friendly, it is a low-risk company.
“They are also in a good spot where we think is a great place to participate in the proliferation of electronics seemingly everywhere, in a way that doesn’t really require we make a big bet on some sort of technology. The obsolescence risk for something like Amphenol is quite low, because it’s simply connectors,” Vanden Boogard said.
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