4imprint

And some high quality companies that have been around for a long time.

So I'm looking at one of our large holdings in the portfolio is a company called 4imprint, which produces.

startups etc that are given out at trade shows or to clients and 90% of their business is in the US it's a company that over the last 15 years has grown top line north of 10% a year sales line has grown at It's a very long period of time.

It's got huge exposures to the U.S. market, very strong balance sheet, returns lots of cash to shareholders, and it's trading at probably two-thirds of the valuation it did 10 or so years ago.