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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.
In Q4 2025, the Alger Weatherbie Specialized Growth Fund (Class A shares) outperformed the Russell 2500 Growth Index. Positive performance was...
— H. George Dai, Joshua D. Bennett
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Other investors who've written on AAR Corp.
AAR Corp (AIR) was another strong performer which, fortunately, was an oversized (~9%) position for us. AAR provides after-market...
AAR Corp is positioned to benefit from secular tailwinds in the aerospace aftermarket. Due to aircraft...