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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.
IQVIA was a contributor during the quarter. Shares of the...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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Other investors who've written on IQVIA Holdings Inc.
IQVIA Holdings ($IQV), representing 3.3% of the fund's net assets, is a leading global provider of advanced data analytics, clinical research services, and technology infrastructure to life sciences and biopharmaceutical enterprises. The manager holds...
IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...
The company's shares fell due to conservative guidance and investor anxiety regarding artificial intelligence's impact on clinical trial workflows. The manager believes...
More institutional theses from Oakmark Global Select Fund
Willis Towers Watson ($WTW), accounting for 2.8% of fund assets, is a leading global insurance advisory, corporate risk broking, and human resource consulting firm. Oakmark established a...
LVMH Moët Hennessy Louis Vuitton ($MC.PA), weighted at 1.8% of the fund, is the undisputed global leader in luxury goods, controlling a portfolio of 75 heritage brands including Louis Vuitton, Dior, and Moët Hennessy. Oakmark established a...
DSV ($DSV.CO), comprising 3.6% of the portfolio, is a Danish global transport and logistics provider operating across air, sea, road, and contract warehousing services. The manager remains...