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    Tyler Mulier • William Blair & Company

    Tyler Mulier's questions to Donaldson Company Inc (DCI) leadership

    Tyler Mulier's questions to Donaldson Company Inc (DCI) leadership • Q3 2025

    Question

    Tyler Mulier, on behalf of Brian Drab from William Blair, questioned the sustainability of the aftermarket business's growth, given an implied deceleration in Q4 guidance. He also asked about visibility in the Aerospace & Defense segment and the potential for tough comparisons in fiscal 2026.

    Answer

    CEO Tod Carpenter attributed the aftermarket's strength to typical seasonality where Q3 and Q4 are strongest, combined with successful market share gains. For Aerospace & Defense, he confirmed long-term project visibility but noted that near-term lumpiness is difficult to predict due to supply chain uncertainties. He expressed confidence in the segment's strength despite these challenges.

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    Tyler Mulier's questions to GCM Grosvenor Inc (GCMG) leadership

    Tyler Mulier's questions to GCM Grosvenor Inc (GCMG) leadership • Q1 2025

    Question

    Tyler Mulier of William Blair & Company inquired about the Grove Lane initiative, asking for the rationale behind choosing a joint venture structure and where the initial efforts will be focused, particularly given the current market uncertainty for individual investors.

    Answer

    Chairman and CEO Michael Sacks responded that the individual investor channel represents a significant, long-term growth opportunity due to its under-allocation to alternatives, which transcends short-term market volatility. He explained that the JV structure is strategic for attracting top-tier talent by offering ownership and entrepreneurial incentives. The structure also includes a future option for GCMG to acquire the venture once it is more mature and accretive.

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