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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 ADI Global Distribution, Inc.
ADI Global Distribution, Inc. ($ADIG) represents 0.7% of the portfolio and was added as a new holding during the quarter following its corporate spin-off from Resideo Technologies. The company is...
ADI Global Distribution, Inc. ($ADIG) is a leading distributor of security, residential audio-visual, and fire and life-safety systems, newly acquired by the fund with a 0.8% portfolio weight following its corporate separation. The fund holds...
ADI Global Distribution ($ADIG), which represents 0.4% of the fund, is the premier wholesale distributor of commercial security, residential audio-visual, and fire and life-safety systems. Initiated as a...
More institutional theses from Ariel Fund
Zebra Technologies ($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.