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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.
For the quarter ended December 31, 2025, Ariel Fund gained +3.22%, performing in line with the Russell 2500 Value and Russell 2000 Value indices. Top contributors to...
— John W. Rogers, Jr.
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Other investors who've written on Dentsply Sirona
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...