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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 benefited through our differentiated exposure through automation leaders Keyence and Fanuc. Keyence reported March...
— Haicheng Li, CFA
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Other investors who've written on Keyence Corporation
More institutional theses from The Baird Chautauqua Global Growth Fund
T) is a global human resources and staffing technology platform that operates Indeed and Glassdoor, representing an average weight of 3.37% in the fund. The manager maintains...
T) is a Japanese robotics, CNC machinery, and factory automation equipment manufacturer representing an average portfolio weight of 1.83% in the fund. The manager holds...