AECOM: Secular Trends, Digital Transformation And Margin Expansion Ahead

Company Overview - AECOM is a leading global infrastructure consulting company with approximately 51,000 technical experts and operations in over 50 countries [1] - The company focuses on large-scale projects in various industries, including environment, energy, transportation, and water [1] Investment Philosophy - Henriot Capital emphasizes simplicity and common sense as key drivers of success in building a hedge fund [1] - The investment approach is fully quant-driven, relying on a model that provides stock tickers for investment decisions without human interference [1] - The motto "invest first, investigate later" reflects the strategy of purchasing based on model recommendations and conducting further research afterward [1] - The company discourages human influence in stock selection to ensure decisions are data-driven rather than biased [1]