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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.
Aristotle Atlantic's Core Equity strategy outperformed the S&P 500 in Q2 2025, returning 14.43% gross versus 10.94% for the index, driven primarily by security selection in Information Technology and Health Care. The portfolio benefited...
— Mr. Fitzpatrick
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