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.
The Aristotle Value Equity Fund returned 4.32% in Q2 2026, underperforming the Russell 1000 Value Index's 13.87% return due to underexposure to AI data center infrastructure spending, particularly semiconductors and memory. The manager characterizes...
— Howard Gleicher
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 Corteva Inc.