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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.
We also reestablished a position in Reckitt Benckiser Group plc, the U.K. consumer health and hygiene company behind Dettol, Lysol, Durex and Mucinex. We believe the...
— Ariel Investments, LLC
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Other investors who've written on Reckitt Benckiser Group plc
L), representing a 2.0% allocation, is a UK-based multinational consumer health, hygiene, and nutrition company holding world-class brands like Lysol, Dettol, and Durex. The manager repurchased...
BDL capitalized on historic consumer staples derating to invest in Reckitt at 13x 2027 P/E as management sharpens focus on core OTC blockbuster brands.
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