AerCap Holdings: A Financial Company That Flies

Group 1 - AerCap Holdings N.V. primarily engages in leasing aircraft to airlines globally, acquiring units directly from manufacturers like Boeing [1] - The company operates under a business model that focuses on sustained free cash flows, low leverage, and sustainable debt [1] - AerCap is positioned to capitalize on opportunities in emerging markets, particularly in sectors like oil & gas, metals, and mining [1] Group 2 - The company emphasizes a pro-shareholder attitude, maintaining consistent buyback programs and dividend distributions [1] - AerCap's strategy includes targeting companies that are undervalued by the market but show high recovery potential [1] - The focus on companies with solid margins and investment opportunities in the medium to long term is a key aspect of AerCap's investment philosophy [1]