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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.
Veeva Systems, Inc (VEEV) was the largest contributor to Portfolio performance during the quarter. The company develops...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on Veeva Systems, Inc.
Veeva Systems Inc. ($VEEV) develops specialized cloud-based software solutions, clinical data suites, and customer relationship management (CRM) platforms specifically tailored for the global life sciences and pharmaceutical industry. The investment manager...
Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries.
Veeva Systems has traded down alongside the broader application software space despite showing outstanding financial performance and maintaining a massive cash cushion. Its vertical-specific software...
More institutional theses from Jensen Investment
Levi Strauss & Co. (LEVI), the global apparel company best known for its iconic Levi's denim brand, was the third largest individual detractor from Portfolio performance during the quarter. Despite generating solid...
Other companies that contributed positively to Portfolio performance during the quarter included The Kroger Co. (KR) and Genpact Limited (G). KR is the...
Ross Stores, Inc. (ROST), a leading off-price retailer of apparel and home goods, was the Portfolio’s third largest contributor to performance during the quarter. We believe the...