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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.
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
— Jonathan Wellum
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Other investors who've written on APi Group Corporation
APi Group provides fire protection, electronic security, elevator, and specialty infrastructure services. The business is...
APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently...
APi Group reported record quarterly revenues and accelerating organic growth, showcasing disciplined capital allocation and strong project execution. A recent analyst...
More institutional theses from ROCKLINC Partners Fund
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...