LongHUBBAug 2026
Hubbell
The fund owns Hubbell for its specialization in high-voltage grid equipment, particularly in the United States. The managers argue that power grids must be modernized to support…
HUBB
1 published idea on Hubbell across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Hubbell: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
The fund owns Hubbell for its specialization in high-voltage grid equipment, particularly in the United States. The managers argue that power grids must be modernized to support…