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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.
IQVIA contributed meaningfully as fears around biotech funding and clinical activity began to ease. While sentiment toward...
— Christopher R. Pavese
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Other investors who've written on IQVIA Holdings Inc.
IQVIA Holdings ($IQV), representing 6.9% of the fund's assets, is a leading provider of data analytics, technology solutions, and outsourced clinical research services to the life sciences and healthcare industries. The manager maintains...
IQVIA Holdings ($IQV), representing 3.3% of the fund's net assets, is a leading global provider of advanced data analytics, clinical research services, and technology infrastructure to life sciences and biopharmaceutical enterprises. The manager holds...
IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...
More institutional theses from Broyhill Asset Management
IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...
Masco Corporation ($MAS) is a leading designer and manufacturer of branded home improvement and building products, most notably plumbing fixtures (Delta, Hansgrohe) and architectural coatings (Behr). Broyhill initiated its...
First Citizens BancShares ($FCNCA) is a large regional bank holding company known for disciplined underwriting, value-accretive distressed acquisitions, and specialized commercial finance operations. Broyhill initiated a...