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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.
During Q4 2025, the Artisan Mid Cap Fund delivered a modest negative absolute return (Investor Class -0.44%) but outperformed the Russell Midcap Growth Index (-3.70%). For the full...
— Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner
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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...