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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. Watts Water Technologies also contributed positively after a strong first quarter beat, driven in part by continued momentum in its emerging data center business. While data centers...
— David D. Grumhaus, Jr. & Nicholas Holmes, CFA
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Other investors who've written on Watts Water Technologies Inc.
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