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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.
Also during the quarter, we acquired ADI Global Distribution, Inc. (ADIG) following its spin-off from our existing holding, Resideo Technologies, Inc. (REZI). As the market...
— Ariel Investments, LLC
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Other investors who've written on ADI Global Distribution, Inc.
ADI Global Distribution, Inc. ($ADIG) represents 0.7% of the portfolio and was added as a new holding during the quarter following its corporate spin-off from Resideo Technologies. The company is...
ADI Global Distribution, Inc. ($ADIG) represents 0.0% of the fund's portfolio following a complete post-spinoff liquidation to redeploy capital into higher-conviction names.
ADI Global Distribution ($ADIG), which represents 0.4% of the fund, is the premier wholesale distributor of commercial security, residential audio-visual, and fire and life-safety systems. Initiated as a...
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