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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.
At the security level, absolute performance was led by overweight positions in Valmont Industries Inc. and Watts Water Technologies Inc. Valmont outperformed following strong first quarter results, as accelerating infrastructure growth, supported by utility investment tied to the AI buildout in the U.S., more than offset continued weakness in center pivot irrigation. The company’s investor...
— David D. Grumhaus, Jr. & Nicholas Holmes, CFA
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Other investors who've written on Valmont Industries, Inc.
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