I wrote a piece on Parker-Hannifin (NYSE: PH ) at the start of the year where I outlined a high conviction idea of mine in the industrial sector, with a growing presence in aerospace. Since then, shares I'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over lon ...