SECTOR:
Industrials
COMPANY DESCRIPTION:
Ashtead is a leading equipment rental company with national networks in the US, the UK and Canada under its Sunbelt Rentals brand.
INVESTMENT THESIS:
Highest-quality and leading consolidator of a still fragmented but growing market, driven by the growing penetration of equipment rental services and a new era of infrastructure and reshoring megaprojects in the US.
INVESTMENT PROFILE:
Growth platform
LATEST CDP RATING ON CLIMATE CHANGE:
UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS:
