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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In Q4 2025, the Antipodes Global Fund outperformed its benchmark, capitalizing on strong corporate earnings and a market shift toward cyclicals. Key positive contributors...
— Antipodes Partners Limited
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Other investors who've written on Honeywell International Inc.
The manager initiated a starter position in Honeywell, highlighting its aggressive portfolio simplification including the upcoming spin-off of its high-quality aerospace division (HONA) and the sale of lower-margin operations. HONA is positioned...
Shares of Honeywell (HON) were purchased in the strategy during the quarter. Honeywell is a...