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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 was a contributor during the quarter. Shares of the...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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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) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...
The company's shares fell due to conservative guidance and investor anxiety regarding artificial intelligence's impact on clinical trial workflows. The manager believes...
More institutional theses from Oakmark Global Fund
DSV A/S ($DSV.CO), which accounts for 2.6% of portfolio assets, is a Danish global transport and logistics giant offering freight forwarding across road, air, sea, and contract warehousing. The manager maintains...
Meta Platforms ($META) is a new portfolio purchase representing 1.9% of fund assets. The digital advertising...
T) is a new long initiation comprising 1.8% of the fund. The company operates...