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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.
One company that meets these criteria particularly well is Bentley Systems (BSY), a new position initiated during the second quarter. Bentley provides software...
— Andrew R. Adams & Pete J. Johnson
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Other investors who've written on Bentley Systems, Incorporated
Bentley Systems provides mission-critical engineering software and digital twin technology utilized by civil engineers and infrastructure owners worldwide to design, construct, and maintain large-scale physical assets. The fund initiated...
Bentley Systems ($BSY) is an infrastructure engineering software provider that represents 1.24% of the fund's net assets. Heartland initiated a...
The fund initiated a new position in Bentley Systems, a provider of software for designing and managing critical infrastructure. The manager is...
More institutional theses from Mairs & Power – Power Fund