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 initiated a position in Komatsu Ltd., one of the world's leading manufacturers of mining and construction equipment during the period. We believe the...
— Ariel Investments, LLC
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Komatsu Ltd.
More institutional theses from Ariel Global Fund
T) is an industrial machinery manufacturer whose underlying value is anchored by its position as the world's second-largest producer of chemical mechanical planarization (CMP) tools for semiconductor manufacturing. Initiated as a...
L) is a consumer health and hygiene multinational possessing ubiquitous global brands including Dettol, Lysol, Durex, and Mucinex. Holding a 1.9%...
First Solar ($FSLR) produces advanced thin-film photovoltaic solar modules for utility-scale power projects. Accounting for 2.1%...