Transports-only hedge fund manager hopeful despite ‘perfect negative storm’

Capt. John

Institutional investor Seth Holm said he’s upbeat on transportation stocks long term but noted the sector is in a “perfect negative storm,” with volumes under pressure, a collapse in pricing and roughly 50% inflation across most cost buckets. His comments were part of a fireside chat with Craig Fuller, FreightWaves founder and CEO, at Future of Supply Chain in Atlanta on Wednesday.

“I’m very, very positive … I think if you invest in anything in surface transportation, you’re going to make a lot...

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