Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
EdgePoint discovered Lincoln Electric through proprietary research connecting hydrogen economy trends to industrial applications. The century-old welding company offers dual optionality in EV charging infrastructure and 3D printing, trading at 17x base earnings excluding growth catalysts. The firm's unconstrained global mandate and long-term focus enable identification of overlooked opportunities across traditional sector boundaries.
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EdgePoint discovered Lincoln Electric through proprietary research connecting hydrogen economy trends to industrial applications. The century-old welding company offers dual optionality in EV charging infrastructure and 3D printing, trading at 17x base earnings excluding growth catalysts. The firm's unconstrained global mandate and long-term focus enable identification of overlooked opportunities across traditional sector boundaries.
