The best investor Europe’s ever had on why he likes GE Aerospace, Microsoft and rating agencies - MarketWatch

1. Chris Hohn’s TCI fund's largest U.S. holding is GE Aerospace. 2. Hohn emphasizes high barriers to entry in aircraft engine making. 3. GE Aerospace benefits from long-term contracts and complex products. 4. Hohn's investment philosophy favors companies with intrinsic value growth. 5. Market dynamics favoring GE Aerospace due to ongoing demand for spare parts.