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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.
Headlam was one of the worst-performing companies in the portfolio during the first half of the year. The decline reflects...
— EQUAM Global Value Fund
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Other investors who've written on Headlam Group plc
More institutional theses from EQUAM Global Value Fund
DCC plc is leading British group specialising in distribution and sale of fuels and liquefied gases.
Edenred is the global leader in employee benefits and loyalty services with significant competitive advantage due to business's network effect.
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