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.
Lastly, leading global manufacturer of power generation equipment, Generac Holdings (GNRC) detracted from performance as investors weighed regulatory uncertainty surrounding foreign-made equipment used in the U.S. bulk power system and tempered expectations following a period of strong share price gains. These concerns overshadowed...
— Ariel Small Cap Value Tax-Exempt Composite
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Other investors who've written on Generac Holdings, Inc.
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More institutional theses from Ariel Small Cap Value Tax-Exempt Composite
Haemonetics Corporation ($HAE), which represents 3.1% of the portfolio, designs and commercializes hematology devices, blood separation equipment, and specialized vascular closure solutions. Ariel is constructive...
Norwegian Cruise Line Holdings, Ltd. ($NCLH) accounts for 2.7% of the composite portfolio and operates contemporary and luxury cruise vessels globally under the Norwegian, Oceania, and Regent Seven Seas brands. Despite sharp share...
OneSpaWorld Holdings Ltd. ($OSW) represents 5.0% of the portfolio and is the preeminent operator of health, wellness, and beauty spas aboard global maritime cruise vessels and destination luxury resorts. Ariel is strongly...