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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.
Motorola also contributed to our quarter's performance. Revenues grew 13%,...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Motorola Solutions, Inc.
Motorola Solutions ($MSI) represents approximately 3% of the strategy and serves as a premier provider of mission-critical public safety infrastructure and emergency communications technology. The company specializes...
The largest individual detractor from performance during the quarter was Motorola Solutions, Inc. (MSI), a manufacturer of communications and video surveillance systems and command cent
Motorola Solutions contributed positively to performance, with organic revenue up 7% and orders growing in the double digits for the third consecutive quarter.
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Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...