Sign in

    Chris Fidyk

    Portfolio Manager at Pacific Asset Management

    Chris Fidyk is a Portfolio Manager at Pacific Asset Management, specializing in benchmark-agnostic, concentrated North American equity investments. He covers a diverse range of North American companies, having managed the $15bn Findlay Park American fund for over 12 years with a proven long-term outperformance record. Fidyk joined Pacific in late 2022, following his tenure at Findlay Park Partners where he was Partner and Portfolio Manager since 2015, and previously held investment banking roles focused on the healthcare sector. He is recognized for his bottom-up, surgical approach to investing and brings substantial professional experience and credentials in managing large-scale equity funds.

    Chris Fidyk's questions to Perimeter Solutions (PRM) leadership

    Chris Fidyk's questions to Perimeter Solutions (PRM) leadership • Q4 2024

    Question

    Chris Fidyk of Pacific Asset Management asked for clarification on cash tax fluctuations in the cash flow statement and inquired about long-term guidance for free cash flow conversion from adjusted net income.

    Answer

    CFO Kyle Sable confirmed that fluctuations in deferred and cash taxes were related to the company's redomiciliation and timing. Regarding free cash flow conversion, Sable declined to provide a specific ratio but directed investors to the earnings presentation, which provides a detailed framework for converting adjusted EBITDA to free cash flow.

    Ask Fintool Equity Research AI