LongHILSAug 2026
Hill & Smith
Voss views Hill & Smith as a predominantly American infrastructure compounder that is mispriced because it remains listed in the UK, with approximately 84% of first-half…
HILS
1 published idea on Hill & Smith across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Hill & Smith: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Voss views Hill & Smith as a predominantly American infrastructure compounder that is mispriced because it remains listed in the UK, with approximately 84% of first-half…