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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.
Technology. Bentley Systems (BSY),...
— Colin McWey, Will Nasgovitz, Troy McGlone
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Other investors who've written on Bentley Systems, Incorporated
Bentley Systems provides mission-critical engineering software and digital twin technology utilized by civil engineers and infrastructure owners worldwide to design, construct, and maintain large-scale physical assets. The fund initiated...
The fund initiated a new position in Bentley Systems, a provider of software for designing and managing critical infrastructure. The manager is...
The fund initiated a new position in Bentley Systems, attracted by a disconnect between strong fundamentals and a declining stock price. Bentley provides essential...
More institutional theses from Heartland Mid Cap Value Fund
Watsco ($WSO) is the leading wholesale distributor of heating, ventilation, air conditioning, and refrigeration equipment across the United States, accounting for 2.57% of the fund's net assets. Despite acting as...
MarketAxess Holdings ($MKTX) operates the premier electronic trading platform for U.S. corporate fixed income securities, representing 1.36% of fund assets. Heartland held a...
Initiated a new position. Operates the largest...