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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.
Smiths is making tangible progress in its transition toward a more focused, higher-performing portfolio of industrial technology businesses. The Medical segment...
— Jonathan T. Bloom
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Other investors who've written on Smiths Group PLC
Smiths Group PLC is successfully transitioning into a more focused and high-performing industrial technology business by divesting non-core segments like Medical, Interconnect, and Detection. The resulting simplified...
Smiths Group is undergoing a structural transformation into a focused, high-performing industrial technology portfolio by divesting its lower-margin legacy segments. The simplified pro...
More institutional theses from FMI Small Cap Equity
CDW Corp. is an IT solutions provider and value-added reseller serving over a quarter of a million commercial, government, healthcare, and educational clients across North America and the UK. The manager is...
Jack Henry & Associates provides mission-critical core banking software and IT infrastructure that powers the day-to-day operations of regional commercial banks and credit unions, enabling account opening, deposit taking, and transaction processing. The manager maintains...
RELX PLC is a global provider of information-based analytics and decision tools across Risk, Legal, Scientific, Technical, and Medical (STM), and Exhibitions divisions. The manager holds...