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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.
Added during the quarter. Despite headwinds in...
— John W. Rogers, Jr.
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Other investors who've written on Dentsply Sirona Inc.
Dentsply Sirona Inc. ($XRAY) is a global manufacturer of professional dental consumables, equipment, and digital workflow solutions, representing 3.4% of fund holdings. The fund takes...
Dentsply Sirona is undergoing a strategic turnaround to address structural pressures in its capital equipment division. The steady characteristics...
Despite a sharp selloff triggered by voluntary product suspension and subsequent regulatory reviews, Dentsply Sirona presents a highly compelling turnaround opportunity. The manager has...
More institutional theses from Ariel Fund
Zebra Technologies ($ZBRA) manufactures enterprise barcode scanners, mobile computing devices, and RFID tracking solutions that automate enterprise workflows, representing 5.0% of the portfolio. The manager maintains...
Charles River Laboratories ($CRL) provides essential preclinical laboratory testing, animal models, and drug discovery research services to biotechnology and pharmaceutical firms, accounting for 4.6% of fund assets. The manager maintains...
Midera Food Processing, Inc. ($MFP) represents 0.0% of the fund's portfolio following a complete post-spinoff liquidation to redeploy capital into higher-conviction names.