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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.
Also during the quarter, we received shares of ADI Global Distribution, Inc. (ADIG) and Midera Food Processing, Inc. (MFP) following their respective separations from our existing holdings, Resideo Technologies, Inc. (REZI) and Middleby Corporation (MIDD). While both companies...
— John W. Rogers, Jr.
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Other investors who've written on Resideo Technologies, Inc.
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More institutional theses from Ariel Fund
Zebra Technologies ($ZBRA) manufactures enterprise barcode scanners, mobile computing devices, and RFID tracking solutions that automate enterprise workflows, representing 5.0% of the portfolio. The manager maintains...
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Midera Food Processing, Inc. ($MFP) represents 0.0% of the fund's portfolio following a complete post-spinoff liquidation to redeploy capital into higher-conviction names.