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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.
We also purchased shares of Japanese industrial group Hitachi, which offers another way to participate as AI investment spreads into the physical economy. Hitachi has changed...
— Maria Lernerman
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Other investors who've written on Hitachi, Ltd.
T) represents 4.1% of the fund's portfolio and operates as a diversified global industrial conglomerate with core franchises in energy transmission, power grids, and digital infrastructure. The manager is...
T) is a Japanese industrial and technology conglomerate that provides power grid equipment, digital infrastructure, and rail systems. The fund holds...
Hitachi has undergone a decade-long structural transformation, shedding non-core assets to focus on power grid infrastructure and IT services. The company is...
More institutional theses from Harding Loevner International Equity