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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.
The largest absolute detractors were overweight positions in Pentair PLC and Cia de Saneamento Basico do Estado de Sao Paulo (SABESP). Pentair lagged, despite...
— David D. Grumhaus, Jr. & Nicholas Holmes, CFA
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Other investors who've written on Pentair PLC
No other institutional pitches found for this ticker yet.
More institutional theses from Virtus Duff & Phelps Water Fund
SABESP is Brazil's largest water utility and is benefiting from a recent privatization that accelerated its universalization timeline. This regulatory update...
Xylem experienced temporary share price pressure due to softer financial guidance for the first half of 2026. However, its long-term...
Veralto's share price pulled back after releasing conservative near-term guidance weighted toward the back half of the year. The company possesses...