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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.
LongRun Equity returned 7.6% in Q2 2026 versus 15.8% for the benchmark, bringing YTD performance to -3.7% versus +14.3% for global equities. The underperformance reflects...
— Anthony Bailly
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Other investors who've written on Amphenol Corporation
Amphenol Corporation (APH) delivered a strong first quarter, reporting a book-to-bill ratio of 1.24x, driven by a 78% year-over-year increase in orders.
Amphenol is a global leader in high-performance connectors with high switching costs and pricing power. Its decentralized operating...
Amphenol designs and manufactures mission-critical connectors, sensors, and interconnect systems that serve as the functional nervous system for advanced electronics. The manager is...