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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.
The Merion Road Small Cap Fund returned 16.6% in Q2 2026, bringing YTD performance to 20.1%. The manager continues...
— Aaron Sallen
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Other investors who've written on Honeywell International Inc.
The manager initiated a starter position in Honeywell, highlighting its aggressive portfolio simplification including the upcoming spin-off of its high-quality aerospace division (HONA) and the sale of lower-margin operations. HONA is positioned...
Shares of Honeywell (HON) were purchased in the strategy during the quarter. Honeywell is a...