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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.
Chrysalis was our second largest detractor in the first half of this financial year. While this was...
— Joe Bauernfreund
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Other investors who've written on Chrysalis Investments Limited
L) is a closed-end investment company that backs late-stage, private technology and tech-enabled businesses in the UK and Europe. The holding makes...
L) represents 4.7% of the fund's portfolio.
More institutional theses from AVI Global Trust
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
L) represents 4.7% of the fund's portfolio.
Sartorius AG ($SRT.DE) is a premier bioprocessing equipment and consumables manufacturer held indirectly via Bio-Rad Laboratories' 32% equity stake.