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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.
In Q4 and full-year 2025, the Artisan Global Discovery Fund generated strong absolute returns but underperformed its benchmark, the MSCI All Country World Small Mid Index. Underperformance was primarily...
— Jason White
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Other investors who've written on Coherent Corp.
GCAM completely exited its position in Coherent due to concerns regarding management culture following executive departures of both the CEO and CFO. Capital was reallocated...
An outsized stake in Coherent (+65%), a technology company that manufactures precision optical components and coatings, was another top contributor. Over the past...