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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.
Earlier in 2026 we established a position in Bio-Rad Labs (“Bio-Rad”). The company exhibits...
— Joe Bauernfreund
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Other investors who've written on Bio-Rad Laboratories, Inc.
Bio-Rad Laboratories ($BIO) develops, manufactures, and markets clinical diagnostics instruments and life sciences laboratory research systems, constituting 4.6% of the fund. The manager takes...
Bio-Rad Laboratories ($BIO), accounting for 3.0% of the strategy's assets, is a global life sciences instrumentation and clinical diagnostics equipment provider. The manager maintains...
Bio-Rad was repurchased by the fund because of its dominant market share in key life science categories and diversified global footprint. The company has...
More institutional theses from AVI Global Trust
L) represents 4.7% of the fund's portfolio.
Sartorius AG ($SRT.DE) is a premier bioprocessing equipment and consumables manufacturer held indirectly via Bio-Rad Laboratories' 32% equity stake.
Christian Dior SE ($CDI.PA) is the primary holding company structure through which the Arnault family controls luxury conglomerate LVMH Moët Hennessy Louis Vuitton. The manager has...