Madison Investments
Madison Large Cap Fund
Large-cap
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Madison Investments for every strategy.
Its investment theses
- AirbnbJun 2025Airbnb is a leading player in the alternative accommodation market with strong growth potential, an excellent balance sheet, and an attractive investment opportunity due to recent share price declines.
- CDW CorporationJun 2025CDW Corporation is a resilient value-added reseller of IT products poised for continued market share growth despite potential tariff impacts on hardware prices.
- GartnerJun 2025Gartner is an attractive investment due to its strong business model, competitive advantage, excellent long-term growth outlook, and currently depressed valuation despite recent underperformance.