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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.
Initiated a Quality Value position in HUBB. The company has...
— Colin McWey, Will Nasgovitz, Troy McGlone
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Other investors who've written on Hubbell Incorporated
Hubbell manufactures equipment for the transmission and distribution of electricity across the US grid.
Over the past 18 months, this has entailed purchases of the likes of Canadian National (CN), the railroad company, and Hubbell, the US manufacturer of components for the electric grid, which we wrote about in the Quarterly Report last summer. These are businesses...
More institutional theses from Heartland Mid Cap Value Fund
Bentley Systems ($BSY) is an infrastructure engineering software provider that represents 1.24% of the fund's net assets. Heartland initiated a...
Watsco ($WSO) is the leading wholesale distributor of heating, ventilation, air conditioning, and refrigeration equipment across the United States, accounting for 2.57% of the fund's net assets. Despite acting as...
MarketAxess Holdings ($MKTX) operates the premier electronic trading platform for U.S. corporate fixed income securities, representing 1.36% of fund assets. Heartland held a...