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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.
Headquartered in China, Haier Smart Home is the world's largest major home appliance manufacturer. Despite continued market...
— Pzena Global Small Cap Focused Value strategy
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Other investors who've written on Haier Smart Home Co., Ltd.
Headquartered in China, Haier Smart Home is the world's largest major home appliance manufacturer. Despite continued market...
Haier Smart Home, which built China’s leading premium appliance brand and turned GE Appliances into America’s market leader, trades well below its historical valuation, as an industry downturn overshadows its continued market share gains. Headquartered in China,...
More institutional theses from Pzena Global Small Cap Focused Value strategy
Since late 2025, we have been increasing our stake in Amdocs, a provider of essential billing software for the world's largest telecom carriers, as the stock's multiple collapsed on AI disruption and top-line growth concerns. Over roughly the...
SS&C, a global provider of crucial software and services to the financial services industry, similarly fell victim to the SaaSpocalypse sell-off. We believe SS&C...
SAP, Europe's largest pure-play software company, is a leading enterprise resource planning (ERP) provider in the midst of a customer migration from its legacy on-premise ERP suite, ECC, to its modernized, cloud-forward offering, HANA. SAP is mission-critical...