Apr 13, 2026, 11:59 PMseekingalpha.comIMCDY
Fiduciary Management Q1 2026: A Few Pockets Where We Are Finding Attractive Investments
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We see a credible path to low-to-mid teens earnings per share growth on an annualized basis. Huron views AI as a revenue opportunity while simultaneously leveraging the technology internally to reduce its own costs. Booking has tremendous scale and an asset-light business model, generating very high returns on capital and free cash flow.