Loading investment pitches...
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.
In Q3 2025, the Artisan Focus Fund (Investor Class) returned 2.66%, lagging the S&P 500 Index's 8.12%, but maintained strong YTD outperformance of 20.53% versus the index's 14.83%. Quarterly performance faced...
— Christopher Smith
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on GE Aerospace
Aristotle initiated a position in GE Aerospace, citing its dominant position in high-barrier commercial engine manufacturing and long OEM order backlogs. Following significant corporate...
GE Aerospace holds a dominant position in the commercial aircraft engines market, supported by massive entry barriers and highly sticky aftermarket revenues. These factors grant...
GE Aerospace (GE) was a significant contributor during the second quarter as investors gained confidence that its multi-year earnings trajectory remains intact despite geopolitical uncertainty and ong