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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.
We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the separation...
— Polen Capital - Global Growth
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Other investors who've written on General Electric Co.
GE Aerospace illustrates this distinction. Our research models...
GE Aerospace illustrates this distinction. Our research models...
GE Aerospace manufactures commercial jet propulsion systems and provides high-margin aftermarket maintenance, repair, and overhaul services. Mar Vista expresses...