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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.
Bentley Systems (BSY), is an infrastructure engineering software company that provides software and digital twin solutions used to design, build, and operate critical infrastructure across transportation, water, energy, and construction markets worldwide. We believe the...
— Jack McPherson and Dave Adams
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Other investors who've written on Bentley Systems, Incorporated
Bentley Systems ($BSY) is an infrastructure engineering software provider that represents 1.24% of the fund's net assets. Heartland initiated a...
The fund initiated a new position in Bentley Systems, a provider of software for designing and managing critical infrastructure. The manager is...
The fund initiated a new position in Bentley Systems, attracted by a disconnect between strong fundamentals and a declining stock price. Bentley provides essential...
More institutional theses from Aristotle Small/Mid Cap Equity
Haemonetics designs and manufactures medical devices and consumable equipment dedicated to blood processing, plasma collection, and surgical suite hematology management. The manager is...
Huron Consulting Group provides specialized technology implementation, data analytics, and advisory services primarily to clients in healthcare, higher education, and commercial enterprises. The manager maintains...
MACOM Technology Solutions manufactures high-performance analog, radio frequency, and optical semiconductor components. The manager remains...