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 Industrials, Hitachi, Ltd. and Mitsubishi Heavy Industries, Ltd. were the strongest contributors. Hitachi outperformed following...
— Cassandra A. Hardman
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Hitachi, Ltd.
T) represents 2.8% of the fund's portfolio. The Japanese multinational...
T) represents 4.1% of the fund's portfolio and operates as a diversified global industrial conglomerate with core franchises in energy transmission, power grids, and digital infrastructure. The manager is...
Hitachi has undergone a decade-long structural transformation, shedding non-core assets to focus on power grid infrastructure and IT services. The company is...
More institutional theses from Hardman Johnston International Equity
STMicroelectronics ($STM) is an integrated semiconductor manufacturer specializing in automotive chips, industrial microcontrollers, and power silicon. Sized at 3.4%...
Cameco Corporation ($CCJ) is one of the world's largest commercial uranium miners, providing fuel for nuclear power plants globally. The stock holds...
Infineon Technologies ($IFX.DE) is a German semiconductor company and global leader in power systems and automotive microelectronics. Held at a...