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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.
Liquidated position due to strategic uncertainty around a potential separation of Seeds and Crop Protection, which could result in limited net value unlock. End-market fundamentals are...
— Cassandra A. Hardman
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Other investors who've written on Corteva Inc.
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