Letters by company
DOVER Corp
1 letter discussing DOV. Everything written about it on this site is on its ticker page.
- Chilton Capital Management Portfolio Insight | 2nd Quarter 2025 Chilton Capital Management attributes the market rebound to tariff de-escalation, resilient earnings and companies’ supply-chain adjustments, citing Apple’s shift of US-bound iPhone production to India and Dover’s domestic-production advantage. The REIT strategy invested April cash, favored cell towers, data centers, single-family rentals and health care, and added Highwoods Properties and BXP after the office selloff. 2nd Quarter 2025 —