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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, Infineon Technologies AG and STMicroelectronics NV were the largest detractors. Infineon and STMicroelectronics...
— Cassandra A. Hardman
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Other investors who've written on Infineon Technologies AG
More institutional theses from Hardman Johnston Global Equity
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...
We initiated a position in SLB, the largest global oil services provider, a name with which we are familiar. The company is...
Shares of ASML, the sole supplier of EUV lithography equipment, benefited from market recognition of the need to expand leading edge semiconductor manufacturing capacity to meet the unprecedented buil