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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.
REQ Global Compounders returned -5.0% in H1 2026, bringing since-inception returns to 41.4%, as AI-driven rotation out of software into semiconductors created the single largest performance detractor despite strong underlying business performance. The Constellation Software...
— Oddbjørn Dybvad
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Other investors who've written on Applied Industrial Technologies, Inc.