Brunswick: Still No Signs Of Demand Recovery

Core Viewpoint - The investment stance on Brunswick Corporation (NYSE: BC) remains a hold due to uncertainty regarding demand recovery amid macroeconomic conditions [1] Investment Approach - The investment strategy focuses on long-term investments while also considering short-term shorts to identify alpha opportunities [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to find companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]