imaginima/E+ via Getty Images Investment thesis Our current investment thesis is:  Aptiv is positioned perfectly to achieve outsize growth, as it is heavily exposed to the EV and technology trends within the Automotive industry. Unlike many of its peers, the company provides highly complex solutions, allowing for greater differentiation to support the defensibility of its position.  With scope for an improvement in growth and margins, we expect a downward pressure on Aptiv’s trading multiples. With only ...