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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.
Applied Industrial Technologies (AIT US) - is a leading North American distributor of industrial motion, fluid power, flow control and automation products, combining parts supply with engineering and technical services for industrial customers. A large share...
— Spheria Asset Management Pty Limited
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Other investors who've written on Applied Industrial Technologies, Inc.
More institutional theses from Spheria Global Smaller Companies Fund
L) provides cross-border money transfer and multi-currency account infrastructure for retail and business clients globally, representing 4.3% of the portfolio. The manager maintains...
CF Industries (CF US) - is North America's largest nitrogen fertiliser producer, manufacturing ammonia, urea, UAN and ammonium nitrate from its network of plants across the US and Canada.
Intertek (ITRK LN) - is a UK-listed global provider of assurance, testing, inspection and certification (ATIC) services, operating across more than 100 countries and serving over 400,000 customers.