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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.
Stock volatility was driven by autonomous-vehicle related narratives rather than fundamentals. The company maintains...
— Cassandra A. Hardman
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Other investors who've written on Uber Technologies, Inc.
Our positions in Uber Technologies, Inc. common stock (NYSE: UBER) and Mobility Global Inc. common stock (NYSE: MBGL), a position we added during the quarter, were notable detractors. UBER fell 5.1%...
Uber’s share price declined 5% in the third quarter and 16% year-to-date. Investor concerns regarding...
Uber, too, is being marked down for a future that hasn’t arrived. The fear 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