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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 3% position in Apollo during the second quarter. Apollo has almost...
— Ken Burke
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Other investors who've written on Apollo Global Management, Inc.
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More institutional theses from Burke Wealth Managament The Focused Growth Strategy
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
Amphenol Corporation ($APH) manufactures specialized electrical connectors, fiber-optic systems, and coaxial cables utilized across industrial, aerospace, and data infrastructure applications. The fund initiated...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.