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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.
One of our Fund’s Technology holdings, Tyler Technologies (TYL), is a leading provider of software solutions and services to public sector organizations, including school districts, city and county offices, and law enforcement. TYL’s shares lost...
— Andrew J. Fleming
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Other investors who've written on Tyler Technologies, Inc.
More institutional theses from Heartland Value Plus Fund
Quaker Houghton ($KWR), representing 2.12% of the fund's portfolio, is a global leader in specialized industrial process fluids primarily serving the primary metals and metalworking markets, including automotive and steel manufacturing. The manager is...
The Hanover Insurance Group ($THG), accounting for 2.52% of the fund's assets, provides property and casualty insurance products tailored specifically to small- and mid-sized commercial businesses. The manager holds...
Primo Brands ($PRMB), representing 1.76% of net assets, is a leading provider of sustainable hydration and drinking water solutions, distributing through five-gallon bulk direct delivery, retail refill stations, and packaged formats. Heartland remains steadfastly...