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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.
Financials. A recent example...
— Colin McWey, Will Nasgovitz, Troy McGlone
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Other investors who've written on MarketAxess Holdings Inc.
More institutional theses from Heartland Mid Cap Value Fund
Bentley Systems ($BSY) is an infrastructure engineering software provider that represents 1.24% of the fund's net assets. Heartland initiated a...
Watsco ($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...
Initiated a new position. Operates the largest...