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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.
Manning & Napier was an asset and wealth management firm with $22 bn in assets under management from institutional and high net worth investors, founded in 1970. Bought the stock...
— Christian Olesen
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Other investors who've written on Manning & Napier
More institutional theses from Olesen Value Fund
In late 2023 and early 2024, I made an investment in Headlam Group plc, which was a distributor of flooring products, including carpet, luxury vinyl tile, wood, laminate, vinyl, et al, in the UK, Netherlands and France. The company's 20%...
The fund bought units in Whiting USA Trust II, an underfollowed micro-cap royalty trust, after detecting a lag between rising oil prices and the trust's unit market price. To lock in...
DeLclima was an Italian HVAC manufacturer spun off by De'Longhi whose intrinsic value was masked by a poorly performing non-core radiator division. The manager recognized...