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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.
We also reestablished a position in Reckitt Benckiser Group plc, the U.K. consumer health and hygiene company behind Dettol, Lysol, Durex and Mucinex. We believe the...
— Ariel Investments, LLC
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Other investors who've written on Reckitt Benckiser Group plc
L) is a consumer health and hygiene multinational possessing ubiquitous global brands including Dettol, Lysol, Durex, and Mucinex. Holding a 1.9%...
BDL capitalized on historic consumer staples derating to invest in Reckitt at 13x 2027 P/E as management sharpens focus on core OTC blockbuster brands.
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L), newly established at a 1.9% portfolio allocation, is a prominent United Kingdom commercial and retail banking institution. The manager initiated...
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T), holding a 2.5% weight, is Japan's second-largest megabank providing comprehensive banking, securities, and asset management services. The manager initiated...