Bernard Horn Comments on Dometic

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Oct 22, 2020

Climate control and convenience products maker for recreational vehicles (RVs), Dometic Group (OSTO:DOM, Financial), capitalized on the RV travel craze as consumers sought vacation alternatives in light of COVID-19. Dometic's aftermarket sales held up well, while its cost cutting and efficiency measures improved margins.

From Bernard Horn (Trades, Portfolio)'s Polaris Global Value Fund third-quarter 2020 letter.