Rentokil Initial: Improving Customer Retention To Accelerate Growth, Initiate With 'Buy'

Company Overview - Rentokil Initial is a global pest control company with a strong presence in the US market [1] - The company, along with Rollins, is consolidating the fragmented pest control market in the US [1] Investment Strategy - The investment approach focuses on companies in niche markets with strong growth potential, solid management teams, and reasonable valuations [1] - The strategy emphasizes long-term, quality growth-oriented investments rather than short-term performance [1] - The target annual return for the portfolio is 15%, with a focus on diversification, risk management, and disciplined trading [1] Market Position - Rentokil Initial and Rollins are key players in the US pest control market, driving consolidation in the industry [1]