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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.
Also during the quarter, we acquired ADI Global Distribution, Inc. (ADIG) following its spin-off from our existing holding, Resideo Technologies, Inc. (REZI). As the market...
— John W. Rogers
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Other investors who've written on ADI Global Distribution, Inc.
ADI Global Distribution, Inc. ($ADIG) represents 0.7% of the portfolio and was added as a new holding during the quarter following its corporate spin-off from Resideo Technologies. The company is...
ADI Global Distribution, Inc. ($ADIG) represents 0.0% of the fund's portfolio following a complete post-spinoff liquidation to redeploy capital into higher-conviction names.
ADI Global Distribution, Inc. ($ADIG) is a leading distributor of security, residential audio-visual, and fire and life-safety systems, newly acquired by the fund with a 0.8% portfolio weight following its corporate separation. The fund holds...
More institutional theses from Ariel Appreciation Fund
Bio-Rad Laboratories ($BIO), accounting for 3.0% of the strategy's assets, is a global life sciences instrumentation and clinical diagnostics equipment provider. The manager maintains...
Haemonetics Corporation ($HAE), constituting 2.7% of the fund, develops and distributes specialized hematology technologies, blood management products, and plasma collection solutions. The manager is...
Norwegian Cruise Line Holdings ($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...