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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.
We initiated a 4% position in Eaton Corporation during the second quarter. Eaton is a...
— Ken Burke
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Other investors who've written on Eaton Corp. plc
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...