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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The 13D Activist Fund delivered exceptional Q2 2026 performance of 32.61% net, driven by two strategic shifts: increasing portfolio concentration from 25-30 positions to 15-20 highest-conviction activist campaigns, and expanding globally with five Japanese and four European positions alongside eight North American campaigns. The fund capitalized...
— Ken Squire
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Other investors who've written on Synopsys
Synopsys was purchased following a sharp price drop caused by temporary China-related export headwinds. The company holds...
Despite a sharp drop in share price following weak quarterly results and guidance, the company's core position as a mission-critical supplier for chip design remains solid. The manager believes...