Profit warnings, a wholesale change in corporate strategy and new members of a company’s management team do not from the outside look like ticks in the box for Ryanair as a positive investment case. But detailed competitor and market analysis, using a deep network of contacts in the airline industry and other related businesses, as well as information gathered across UK, European and global equity teams proved Ryanair to be just that.
Ryanair – Opportunity on the radar
Collaboration across regional equity teams identified Ryanair as an investment opportunity that the market itself did not.
