LongAITSep 2026
Applied Industrial Technologies, Inc.
Applied Industrial Technologies is a value-added industrial distributor and technical-solutions provider whose core maintenance and repair markets benefit from highly durable…
REQ Global Compounders
Global long-only equity strategy investing in acquisition-driven compounders with decentralized cultures, disciplined capital allocation and long reinvestment runways.$133M AUM2 published ideas
REQ Global Compounders is managed by REQ Capital AS, a Norwegian investment manager specializing in publicly listed acquisition-driven compounders. The strategy focuses on companies that combine organic growth with systematic acquisitions of small niche businesses, supported by strong management teams, decentralized cultures and high returns on reinvested capital.
Ideas from REQ Global Compounders
LongDSCVSep 2026
discoverIE Group plc
discoverIE designs and manufactures customized electronic components for industrial customers, with exposure to structural growth markets including automation, security…
Letters covered
- Half Year Investment Report 2026September 2, 2026
Source PDFs are not republished here; only extracted ideas and quotes.