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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.
Advanced after reporting strong third-quarter earnings results that highlighted improving organic growth and margin expansion.
— Ian Sexsmith, Robert Klaber
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Other investors who've written on Rockwell Automation, Inc.
Rockwell Automation ($ROK) is the fund's second-largest holding at an 8.1% portfolio allocation. The company develops...
Rockwell Automation is a pure-play on factory digitization. Its moat lies...
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