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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.
Global leader in laboratory equipment and biological testing, Bio-Rad Laboratories Inc. (BIO) also contributed to performance during the quarter, following better-than-expected results and the reaffirmation of its full-year outlook. Organic revenue exceeded...
— John W. Rogers
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Other investors who've written on Bio-Rad Laboratories, Inc.
Bio-Rad Laboratories ($BIO) develops, manufactures, and markets clinical diagnostics instruments and life sciences laboratory research systems, constituting 4.6% of the fund. The manager takes...
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
Bio-Rad was repurchased by the fund because of its dominant market share in key life science categories and diversified global footprint. The company has...
More institutional theses from Ariel Appreciation Fund
Norwegian Cruise Line Holdings ($NCLH) is a global leisure cruise operator that was completely divested during the quarter, bringing its position weight down to 0.0%. The manager adopted...
Haemonetics Corporation ($HAE), constituting 2.7% of the fund, develops and distributes specialized hematology technologies, blood management products, and plasma collection solutions. The manager is...
The Middleby Corporation ($MIDD), representing 2.5% of the portfolio, is a global leader in designing, manufacturing, and servicing advanced commercial cooking, beverage, and food preparation equipment. The manager remains...