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.

Voss Value Fund's investment thesis on Griffon ($GFF) — Q4 2023 | Buyside Digest

$GFFNYSEGriffon

BULL

Voss Value Fund—GFF

Fund Letter

Q4 2023

Published February 27, 2024

$105.25USD

+5.6% vs last month

$71.40Pitched

+47.4% since pitch

Market Cap$4.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Voss trimmed its large position in Griffon Corp. for risk management but remains highly optimistic about its fundamental outlook. Future upside is...

— Travis Cocke

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Griffon

No other institutional pitches found for this ticker yet.