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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.
Turning our focus to individual holdings, Contemporary Amperex Technology Co Ltd (CATL) was the main detractor among our electrical equipment holdings. The Chinese energy...
— Mark L. Yockey
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Other investors who've written on Contemporary Amperex Technology Co Ltd
Contemporary Amperex Technology Co., Limited (CATL) is the world's leading manufacturer of lithium-ion batteries for electric passenger vehicles and utility-scale grid energy storage systems. Although the position...
CATL was added to the fund via its Hong Kong IPO due to its dominant global market share in EV battery cells and energy storage. Despite industry oversupply...
Polen Capital initiated a position in CATL, noting its strong revenue growth, expanding margins, and rising profit growth of over 30%. The company is...
More institutional theses from Artisan International Fund
Piraeus Bank is a prominent Greek commercial banking institution that provides corporate lending, retail banking, and asset management services. The fund holds...
SPIE SA is a European technical engineering services provider that specializes in high-voltage electrical grid infrastructure, substations, and industrial maintenance. The fund maintains...
Enbridge Inc is a diversified North American energy infrastructure giant operating the world's longest crude oil and liquid pipeline system, alongside extensive natural gas distribution utilities. The fund initiated...