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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.
Taking the two halves in turn, SRT began in the 1870s as a maker of precision laboratory balances and moved into biopharma through the acquisition of BBI in 2000 and a controlling stake in French-listed Stedim SA in 2007. The company is...
— Joe Bauernfreund
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Other investors who've written on Sartorius AG
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More institutional theses from AVI Global Trust
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
L) represents 4.7% of the fund's portfolio.
Christian Dior SE ($CDI.PA) is the primary holding company structure through which the Arnault family controls luxury conglomerate LVMH Moët Hennessy Louis Vuitton. The manager has...