By: Rob Wertheimer 

Exceptional Operating Company, Growth Headwinds: IDEX is an impressive company, with top tier margins driven by quality businesses and through systematic improvement. It has committed to 80/20 as an organizing principle in recent years and the results have been quite good. Margin expansion has been steady and group leading, and earnings growth has outpaced the broader market by ~400-500 bps annually as a result.

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