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.

Home Letters Funds Account

Bretton Fund's investment thesis on Revvity Inc. ($RVTY) — Q4 2024 | Buyside Digest

All Pitches

View Letter Analysis

$RVTYNASDAQRevvity Inc.

BULL

Bretton Fund—RVTY

Fund Letter

Q4 2024

Published December 31, 2024

View Fund Profile

$113.54USD

-12.8% vs last month

$113.60Pitched

-0.1% since pitch

Market Cap$12.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Revvity successfully restructured post-pandemic by divesting lower-margin assets to build specialized diagnostic and research reagent franchises. The company trades...

— Stephen Dodson and Raphael de Balmann

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $RVTY, and what else Bretton Fund is buying.

Other pitches on $RVTY

Other investors who've written on Revvity Inc.

Sycamore Mid Cap Value EquityBULL

Pitched Mar 31, 2026

Shares declined due to negative sentiment surrounding conservative government and academic research funding. However, the company...

View all $RVTY pitches →