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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.
Thermo Fisher Scientific was the largest contributor (+2.0 percentage points), with the stock up 34.7%. After several years...
— Thomas Küpfer (CIO), Moritz Solèr (CEO)
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Other investors who've written on Thermo Fisher Scientific Inc.
A new addition to the portfolio and our top performer for the quarter was Thermo Fisher Scientific (Thermo), a leading life sciences tool and lab equipment supplier that we have owned successfully in the past. We purchased the...
The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).
Thermo Fisher Scientific Inc. ($TMO) is the world's premier provider of life sciences tools, laboratory supplies, analytical instruments, and clinical trial services, representing 5.9% of fund assets. The investment manager...
More institutional theses from LLOYD Capital - Focused Equity Strategy
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
On the other hand, our semiconductor holdings detracted from performance. ASML (-0.5 pp)...