Loading investment pitches...
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.
Haemonetics (HAE), which describes itself as the global leader in plasma collection technology, was the top contributor during the quarter, returning 40%. Haemonetics has required...
— Adam J. Peck, CFA
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Haemonetics Corporation
Haemonetics Corporation ($HAE), constituting 2.7% of the fund, develops and distributes specialized hematology technologies, blood management products, and plasma collection solutions. The manager is...
Haemonetics designs and manufactures medical devices and consumable equipment dedicated to blood processing, plasma collection, and surgical suite hematology management. The manager is...
Haemonetics Corporation ($HAE), which represents 3.1% of the portfolio, designs and commercializes hematology devices, blood separation equipment, and specialized vascular closure solutions. Ariel is constructive...
More institutional theses from Riverwater Sustainable Value Strategy
Veeco Instruments ($VECO) manufactures specialized capital equipment essential for advanced semiconductor fabrication and microelectronics packaging. The fund maintains...
KBR ($KBR) provides scientific, engineering, and technology solutions across mission defense government contracting and proprietary industrial process licensing. The fund initiated...
Birkenstock ($BIRK) designs, manufactures, and markets premium anatomical footwear characterized by its signature contoured cork-latex footbed. The manager established...