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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.
When Hein Schumacher was appointed as CEO we breathed a sigh of relief after the Poleman/Jope years of woke. He said he...
— Terry Smith
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Other investors who've written on Unilever PLC
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More institutional theses from Fundsmith Equity Fund
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
Mastercard operates a digital payment network connecting consumers, merchants, and banks worldwide.
Uber operates a platform that connects users with ride-hailing and food-delivery drivers.