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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.
Appalaches Core LO delivered a 1.7% net return for Q4 2025 and 16.5% YTD, outperforming benchmarks on a risk-adjusted basis with a realized beta of 0.46 (representing approximately 6.1 percentage points of alpha). The manager attributes...
— Jake Keys
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Other investors who've written on ASML Holding N.V.
Boasting a near-monopoly in crucial photolithography technology, the company is an essential beneficiary of secular semi-conductor growth. Short-term stock declines...
In an otherwise dismal quarter for growth equities, shares of ASML and Micron delivered strong returns gaining +24% and +18% respectively during the first quarter.
Mar Vista established a new position in ASML following market weakness over temporary 2025 guidance cuts. ASML holds a...