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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.
Keysight Technologies, Inc. (KEYS), a manufacturer of instruments used in the design, simulation, manufacture and testing of electronic systems, was the largest contributor to Portfolio performance during the quarter. Specific products made...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on Keysight Technologies Inc
Keysight Technologies provides specialized electronic test and measurement equipment essential for designing and validating complex electronic systems and communications infrastructure. The manager established...
Keysight Technologies ($KEYS) is a premier supplier of electronic design, emulation, and test instrumentation solutions essential for validating complex electronics across telecom, aerospace, and computing sectors, representing 2.7% of the fund's portfolio. The investment manager...
The company reported strong earnings and guidance driven by robust demand from data centers and AI infrastructure. Rising revenues, margins,...
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...