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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.
Two large holdings in particular - Chrysalis and Vivendi - collectively detracted -781bps from returns. We remain confident...
— Joe Bauernfreund
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Other investors who've written on Chrysalis Investments Limited
More institutional theses from AVI Global Trust
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
Sartorius AG ($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...