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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.
Fell on concerns over Zepbound formulary position loss to Wegovy on CVS Caremark. However, global GLP-1...
— Cassandra A. Hardman
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Other investors who've written on Eli Lilly and Company
We also continued to add to Eli Lilly and Company in the third quarter. Lilly is best...
Eli Lilly and Company ($LLY) is a global pharmaceutical leader specializing in treatments for diabetes, obesity, oncology, and immunology, representing the Fund's largest portfolio holding at 14.3% of net assets. The manager maintains...
Eli Lilly is a premier multinational pharmaceutical company engaged in the research, development, and commercialization of therapeutics, currently dominating the global market for diabetes and obesity treatments. The manager is...
More institutional theses from Hardman Johnston Global Equity
Infineon Technologies AG ($IFX.DE), which accounts for 2.7% of the portfolio, is a German semiconductor manufacturer specializing in power systems and automotive microelectronics. The manager maintains...
T) represents 4.1% of the fund's portfolio and operates as a diversified global industrial conglomerate with core franchises in energy transmission, power grids, and digital infrastructure. The manager is...
Shares of ASML, the sole supplier of EUV lithography equipment, benefited from market recognition of the need to expand leading edge semiconductor manufacturing capacity to meet the unprecedented buil