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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.
AON PLC (AON), one of the largest insurance brokers in the world, was the second largest detractor from performance during the quarter. We believe the...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on Aon
Aon was a top detractor in the third quarter. Earlier in the...
Aon was a top detractor in the third quarter. Earlier in the...
Aon plc has also experienced share price pressure despite a business model that is less directly tied to the capital intensity of artificial intelligence.
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...
The second largest contributor to Portfolio performance during the quarter was Broadridge Financial Solutions, Inc. (BR), a leading provider of technology and infrastructure supporting financial markets. The company provides...