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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.
We repurchased Japanese machinery manufacturer Ebara Corporation, a former holding whose semiconductor equipment business is largely overlooked within its broader industrial portfolio. Ebara is the...
— Ariel Investments, LLC
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More institutional theses from Ariel International Fund
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...