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From Keeley Funds’ 2012 annual report.
John Keeley Comments on McGraw-Hill Companies Inc.
Overall, we continue to find attractive opportunities in the mid-cap space, and we think that a number of larger-cap break-ups should provide additional ideas going forward. McGraw-Hill Companies, Inc. (MHP) is one example that is currently held in the portfolio. The information services company is preparing for its spin-off by the end of 2012, which will create two divisions, McGraw-Hill Financial and McGraw-Hill Education. Currently, we like the prospects of both companies and believe that the spin-off will provide better clarity and more accurate peer group comparisons, which will ultimately unlock hidden value.
From Keeley Funds’ 2012 annual report.
From Keeley Funds’ 2012 annual report.
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