SOL washington h soul pattinson & company limited

News: SOL Norway sovereign fund excludes three more firms from portfolio, page-96

  1. 1,744 Posts.
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    Hi Luk,

    Your probably right that it's a misguided comment but my thoughts on SOL are that they make relatively small investments in things initially and then inject capital as they grow or seek to merge them with other companies (which is how TPG was created over quite a few decades. I'm pretty sure it actually started with them buying a TV station and it's obviously now got another merger on the cards with Vodaphone).

    Pengana is another more recent example of something they kind of "bolted together" through smaller investments in Hunter Hall etc.

    Now I've said that their just as unlikely to unveil a big acquisition out of the blue but it's just me reading into what their strategy seems to be.
 
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