Bernard Horn Comments on Guangdong Investment Ltd.

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Oct 14, 2015

Hong Kong water utility Guangdong Investment, Ltd. (HKSE:00270) intends to deploy capital to acquire further earning assets from its parent company, including toll roads and water treatment facilities. Investors were excited about the prospects for the water treatment plant, which is a burgeoning theme in water-constrained China.

From Bernard Horn (Trades, Portfolio)'s third quarter 2015 shareholder letter.

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