Loading investment pitches...
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.
Hayward Holdings (HAYW) manufactures swimming pool equipment such as pumps, heaters, and filters, primarily for residential pools and primarily in the U.S. Hayward benefits from an oligopolistic industry structure and a sales mix weighted towards replacement and remodeling, which have allowed for significant pricing power over time. The industry is...
— Steve Scruggs
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Hayward Holdings, Inc.
Hayward Holdings designs, manufactures, and markets residential and commercial pool equipment and systems. The manager maintains...
FMI views Hayward Holdings as a resilient business because the vast majority of its sales originate from the existing installed pool base for repairs and replacements. The company possesses...
Hayward Holdings is a major pool equipment manufacturer that benefits from a highly resilient revenue model, with a large portion of sales driven by repairs and replacements from an installed base. Despite recent cyclical...
More institutional theses from FPA Queens Road Small Cap Value Fund
Arrow Electronics is a global supply chain distributor of semiconductors and enterprise computing solutions. Representing an average...
Teleflex manufactures single-use medical consumables and specialized surgical devices, centered primarily on vascular access catheters. The fund established...
Advance Auto Parts is an automotive aftermarket parts retailer and commercial distributor serving both professional mechanics and DIY consumers. Holding an average...