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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.
Hikma Pharma (Health Care; HIK) was the fifth-best contributor in the quarter. Hikma is a...
— Bob Sharpe
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Other investors who've written on Hikma Pharmaceuticals
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More institutional theses from Vela International Fund
Despite the deliberate underexposure in Financials, strong stock selection from newer holdings Edenred and Sabre Insurance were key contributors to the Fund for the fiscal year. Edenred is the...
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Sabre Insurance, the UK non-standard underwriter of motorist (auto) insurance, was the other major contributor. ) where the...