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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.
A good example of our focus on valuations - and the value of active management - is Academy Sports and Outdoors (ASO). In the summer,...
— The Heartland Investment Team
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Other investors who've written on Academy Sports and Outdoors, Inc.
Academy Sports and Outdoors is a highly profitable sports retailer positioned in high-growth Southern states. The company possesses...
Academy Sports and Outdoors is a premier retail business situated in high-migration southern states with superior store economics, where even underperforming locations match the competitor average. ASO's robust expansion...
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Integer Holdings Corporation ($ITGR), representing 1.96% of the Fund's net assets, is a medical device contract development and manufacturing organization (CDMO) that partners with healthcare companies to engineer and produce critical medical technologies. Heartland maintained a...
Hillman Solutions ($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...