Andrew Hill
Andrew Hill Client Account Strategy
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 9 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Andrew Hill for every strategy.
Also held
- Microsoft
- Automatic Data Processing
- Fidelity High Yield Floating Rate Fund
- Apple
- ONEOK
- Vertex Pharmaceuticals
- Cheniere Energy
- Docusign
- Eli Lilly
- Pioneer Victory Cat Bond Fund
- Garmin
- BlackBaud
- Nvidia
- Arista Networks
Its investment theses
- NvidiaSep 2026Nvidia is the leading AI infrastructure hardware provider with strong growth and an attractive valuation versus peers.
- AppleSep 2026Apple benefits from a powerful ecosystem, recurring services, product innovation, and strong capital allocation.
- MicrosoftSep 2026Microsoft combines cloud and AI leadership with recurring revenue, a strong balance sheet, and durable long-term growth.
- Eli LillySep 2026Eli Lilly is compounding GLP-1 leadership into cash flow, pipeline investment, and long-term pharmaceutical growth.
- Cheniere EnergySep 2026Cheniere is a contracted LNG infrastructure business with durable demand, stable cash flows, and a strong moat.
- Vertex PharmaceuticalsSep 2026Vertex leads cystic fibrosis, generating cash flow to fund expansion into multiple future growth areas.
- Arista NetworksSep 2026Arista benefits from AI infrastructure spending through high-performance networking, with strong profitability and a debt-free balance sheet.
- GarminSep 2026Garmin has expanded into high-value niche markets with strong margins, diversification, and a debt-free balance sheet.
- ONEOKSep 2026ONEOK is an infrastructure-based midstream operator positioned to benefit from growing natural gas volumes and long-term demand trends.