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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.
Life sciences supplier Revvity, a new holding in the portfolio, performed well as orders from their core pharma and biotech customers are increasing, partly attributable to AI enhancements in their workflow. We also purchased...
— Haruki Toyama, Andy Romanowich, Rich Eisinger
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Other investors who've written on Revvity, Inc.
Shares declined due to negative sentiment surrounding conservative government and academic research funding. However, the company...
Revvity successfully restructured post-pandemic by divesting lower-margin assets to build specialized diagnostic and research reagent franchises. The company trades...
More institutional theses from Madison Mid Cap Fund
Arthur J. Gallagher & Co. ($AJG) is the third-largest commercial insurance brokerage in the world, acting as an intermediary to help middle-market commercial clients evaluate, place, and administer insurance policies and risk management services. Madison initiated a...
CDW Corporation ($CDW) operates as a large-scale value-added reseller and IT solutions provider, supplying business and government institutions with enterprise hardware, software, and cloud infrastructure integration. Madison fully liquidated...