Great Hill Capital’s chairman points to PayPal, Dentsply Sirona, and VF Corp. as long-term winners
In a market often driven by short-term momentum and rapid sector rotation, Thomas J. Hayes, Chairman and Managing Member of Great Hill Capital, is maintaining a disciplined long-term investment approach. His latest picks—PayPal (PYPL), Dentsply Sirona (XRAY), and VF Corporation (VFC)—reflect a focus on companies he believes are positioned for sustained recovery and growth.
Hayes emphasized that these selections are not based on short-term catalysts but rather on long-term value creation. PayPal, once a high-growth fintech leader, has faced pressure amid increasing competition and changing consumer behavior. However, Hayes sees an opportunity in its strong global user base, expanding digital payments ecosystem, and potential for operational improvements as the company refocuses on profitability.
In the healthcare sector, Dentsply Sirona represents a turnaround story. The dental equipment and technology provider has experienced operational challenges in recent years, but Hayes believes its core business remains intact. With demand for dental services expected to remain resilient over time, the company could benefit from improved execution and a return to stable growth.
Meanwhile, VF Corporation, the apparel company behind brands such as Vans and The North Face, has been navigating a difficult retail environment marked by shifting consumer trends and inventory challenges. Hayes views the stock as a long-term recovery play, with the potential to rebound as management works to streamline operations and strengthen brand positioning.
Hayes’ investment philosophy underscores a broader theme in today’s market: the opportunity to identify undervalued companies that may be temporarily out of favor but possess strong underlying fundamentals. Rather than chasing short-term trends, his approach centers on patience, disciplined analysis, and confidence in the long-term trajectory of these businesses.
As volatility persists across sectors, Hayes’ strategy serves as a reminder that enduring value often emerges over time—not in quarters, but in years.
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