LongBMIJul 2026
Badger Meter, Inc.
Sandhill initiated Badger Meter after a sharp pullback caused by project timing rather than a deterioration in long-term demand. The company is a pure-play water-technology…
Sandhill Investment Management
Concentrated long-term equity investing in durable quality businesses purchased at attractive valuations.$2.2B AUM4 published ideas
Sandhill Investment Management is an SEC-registered investment adviser that manages proprietary investment strategies and client portfolios. Its equity process seeks durable businesses with attractive long-term prospects and uses market dislocations to establish positions at favorable valuations. The firm also allocates to fixed income when yields and credit conditions offer attractive risk-adjusted income.
Ideas from Sandhill Investment Management
LongFPSJul 2026
Forgent Power Solutions, Inc.
Sandhill initiated Forgent Power Solutions after its public listing while the company remained relatively underfollowed. Forgent manufactures electrical distribution equipment…
LongBMIJul 2026
Badger Meter
Sandhill initiated Badger Meter after tracking the company for years and waiting for fundamentals and valuation to align. The company is a pure-play water technology provider…
LongFPSJul 2026
Forgent Power Solutions
Sandhill initiated Forgent Power Solutions after its public listing, viewing it as a less widely followed company with strong long-term growth prospects. Forgent manufactures…
Letters covered
- July 2026 NewsletterJuly 30, 2026
- July 2026 NewsletterJuly 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.