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Kronos Worldwide, Inc.

KRO position long Tweedy, Browne

Thesis

Kronos was bought by Tweedy, Browne as part of their strategy to invest in companies that had fallen in price, indicating a belief in its recovery and growth potential in the beverage equipment industry.

Did it work?

partial confidence: medium

The long thesis was directionally correct: over ~18 years (214 months) the stock returned +57.1%, confirming Tweedy Browne's recovery thesis to some degree. However, that equates to only ~2.5% annualized, a weak outcome for a thesis premised on 'recovery and growth potential' and far below typical equity market returns over such a long period. The value/recovery element played out modestly, but the growth component largely failed to materialize.