Loading investment pitches...
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.
Within Information Technology, STMicroelectronics NV and Infineon Technologies AG were the largest detractors. STMicroelectronics and Infineon...
— Cassandra A. Hardman
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Infineon Technologies AG
More institutional theses from Hardman Johnston International Equity
STMicroelectronics ($STM) is an integrated semiconductor manufacturer specializing in automotive chips, industrial microcontrollers, and power silicon. Sized at 3.4%...
Cameco Corporation ($CCJ) is one of the world's largest commercial uranium miners, providing fuel for nuclear power plants globally. The stock holds...
T) is a Japanese industrial and technology conglomerate that provides power grid equipment, digital infrastructure, and rail systems. The fund holds...