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.
One of our holdings receiving strategic interest is Integer Holdings (ITGR), a leading global medical device contract development and manufacturing organization (CDMO). A year ago,...
— The Heartland Investment Team
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Other investors who've written on Integer Holdings Corporation
No other institutional pitches found for this ticker yet.
More institutional theses from Heartland Value Fund
Academy Sports and Outdoors ($ASO), representing 2.13% of the Fund's net assets, is a regional sporting goods and outdoor recreation retailer generating approximately $6 billion in annual sales. Heartland established an...
Hillman Solutions ($HLMN), representing 0.70% of the Fund's net assets, is a specialized distributor of fasteners, hardware, and home improvement accessories to major retail chains. Heartland recently initiated...
Delek US Holdings has faced operational headwinds, but its structural sum-of-the-parts value remains highly attractive relative to its depressed stock price. Management actions, including...