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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.
The fund added to its position, believing that end markets for life sciences tools are improving. Strong biotechnology funding,...
— Neal Kaufman
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Other investors who've written on Thermo Fisher Scientific Inc.
Thermo Fisher Scientific was the largest contributor (+2.0 percentage points), with the stock up 34.7%. After several years...
A new addition to the portfolio and our top performer for the quarter was Thermo Fisher Scientific (Thermo), a leading life sciences tool and lab equipment supplier that we have owned successfully in the past. We purchased the...
The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).
More institutional theses from Baron Health Care Fund
Eli Lilly and Company ($LLY) is a global pharmaceutical leader specializing in treatments for diabetes, obesity, oncology, and immunology, representing the Fund's largest portfolio holding at 14.3% of net assets. The manager maintains...
Thermo Fisher Scientific Inc. ($TMO) is the world's premier provider of life sciences tools, laboratory supplies, analytical instruments, and clinical trial services, representing 5.9% of fund assets. The investment manager...
Xenon Pharmaceuticals Inc. ($XENE) is a clinical-stage biopharmaceutical developer focused on novel ion channel therapies for neurological disorders. The manager adopted...