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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.
Global leader in laboratory equipment and biological testing, Bio-Rad Laboratories Inc. (BIO) also contributed to performance during the quarter, following better-than-expected results and the reaffirmation of its full-year outlook. Organic revenue exceeded...
— John W. Rogers, Jr.
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Other investors who've written on Bio-Rad Laboratories, Inc.
Bio-Rad Laboratories ($BIO), accounting for 3.0% of the strategy's assets, is a global life sciences instrumentation and clinical diagnostics equipment provider. The manager maintains...
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
Bio-Rad was repurchased by the fund because of its dominant market share in key life science categories and diversified global footprint. The company has...
More institutional theses from Ariel Fund
Zebra Technologies ($ZBRA) manufactures enterprise barcode scanners, mobile computing devices, and RFID tracking solutions that automate enterprise workflows, representing 5.0% of the portfolio. The manager maintains...
Charles River Laboratories ($CRL) provides essential preclinical laboratory testing, animal models, and drug discovery research services to biotechnology and pharmaceutical firms, accounting for 4.6% of fund assets. The manager maintains...
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.